The Five People You Meet Before Retirement

In the book The Five People You Meet in Heaven, each person the main character meets help him understand his life in a new way. Today, Craig and Jennifer talk about the five people you should meet before retirement, people who can guide your next chapter and help you retire with confidence, and purpose. After all, retirement isn’t just about money, it’s about strategy, mindset, and having the right people in your corner.

Craig and Jennifer reveal the essential allies you’ll want by your side before you retire, people who can help you avoid costly missteps, protect what you’ve built, and design a future that fits your life. You’ll also meet the “bonus sixth person,” a relationship that may just bring the most lasting fulfillment of all. If you're looking to retire on your terms, don’t miss this insightful episode.

Here’s some of what we discuss in this episode:

🧭 Why you may want a retirement income specialist

📜 Estate planning mistakes you definitely want to avoid

📋 How insurance planning prevents retirement surprises

💸 Differences between tax planning and tax preparation

🏋️‍♂️ The role a fitness instructor plays in retirement vitality

Contact Maestro Wealth:

Web: https://maestrowealth.com/

Email: [e-mail]

Phone: [phone]