Sharon – Divorced Retiree in Illinois

Sharon from Illinois contacts me to go over her situation.

She is a 63 year old retired divorcee. She wants to be there to help her daughter take care of her kids, (Sharon’s grankids).

Doesn’t live a high falutin’ life. But would like to be able to help out financially, go on vacation and not worry about money.

Also, wants to make sure she’s not missing anything when it comes to her retirement planning.

So, let’s start running numbers. We’ll start down here in the basement, then we’ll go to the computer to get even more specific and see what we find.

Join me as we analyze Sharon’s current situation and find if we can improve it.

=================================
GET ALL MY LATEST BLOGPOSTS:

If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the vide to others who may be interested in the content. So, give me a thumbs up, please!

Don’t forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1

Contact me: Josh@heritagewealthplanning.com

GET MY BOOKS:
Both are FREE to Kindle Unlimited Subscribers!

The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It
https://amzn.to/2LHwQpt

Strategic Money Planning: 8 Easy Ways To Put Your House In Order
https://amzn.to/2wKGi50

PODCAST:
https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2
http://heritagewealthplanning.com/category/podcasts/

LET’S SOCIALIZE!
Facebook: http://Facebook.com/heritagewealthplanning
Linkedin: https://www.linkedin.com/in/joshscandlen/
Quora: https://www.quora.com/profile/Josh-Scandlen
Google +: https://plus.google.com/u/1/108893802372783791910

© Copyright 2018 Heritage Wealth Planning