Episode 40: Your Fabulous Fifties

What financial goals must you meet to achieve a comfortable retirement? What are the keys to creating a thorough plan in your 50s that will benefit you in your golden years? Jim Kantowski and Jacob Sadler discuss in this episode.
Run Time: 30.18

In this episode of “Conversations with Curio”, Founders and Senior Advisors Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, discuss planning for retirement while in your 50s. Join them as they delve into impactful topics, such as the worries and motivations that arise as one prepares for retirement. How do you begin creating a beneficial plan? How can your retirement plan remain flexible and account for evolving needs and goals? Tune in to gain insight into a secure and comfortable future.

youtube Video Player

Important Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Curio Wealth, LLC [“Curio Wealth”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Curio Wealth. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Curio Wealth is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Curio Wealth’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.curiowealth.com. Please Note: Curio Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Curio Wealth’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Curio Wealth client, please contact Curio Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Recent Podcasts

Chart Your Financial Course

Ready to transform your financial journey? Schedule a meeting with us today so we can help guide you on the path to a more secure and prosperous financial future.