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Apr 29, 2021

It’s never too early to begin planning for your retirement, but that doesn’t mean there’s a long list of items to worry about early in your career. Even without the complexities that come closer to retirement, there are some things you can be reviewing and key decisions to be made.

On this episode of My Smart Retirement, Nancy Fleming will share some stories of past clients that we’ve worked with who were early in the planning process. It’s a time where a lot of people don’t feel the need to have a retirement plan but want to get a better idea of whether they’re on track.

When we sit down with these clients, there are some key areas that often come up during the discussion, like whether you want to pay off your mortgage before retirement. Or how much should you be saving and what amount should be invested to ensure you’re on track? What about the idea to open up a business to help you reach retirement?

These are all important questions and a few of the things we’ll discuss on this show. By laying out real examples, we hope to show you how the process works early on and give you some things to start thinking about.

Check out the full episode or use the timestamps below to hear a specific segment.

0:58 – Background on the clients

4:38 – Evaluating their portfolio

7:43 – Reviewing past trends

9:59 – Wanting to know where you stand

13:33 – Starting Social Security

16:58 – Starting your own business


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