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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.


Enjoy!

#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."