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My latest in Forbes: "Rethinking Your “Bucket List” In Retirement."

June 04, 2024

Check out my recent article in Forbes entitled "Rethinking Your “Bucket List” In Retirement."

You can READ the full article here.


#JonathanOnMoney #ParkBridgeWealth #investing

"I’ve always been a big fan of being goal oriented and have encouraged clients to jot down a list of their own goals. In fact, a big part of financial planning is determining and refining a client’s objectives in order to implement a strategy to reach those milestones. However, after working with hundreds of clients in retirement, I think many people take the wrong approach to their bucket list. Below is some perspective on this popular retirement concept."