For more information and show notes visit: https://bwmplanning.com/post/96

In the previous episode, we discussed the accelerating trend of retirement in the oil and gas sector and what it means for professionals at various stages of their careers. Now, we’re taking it a step further by helping you assess your own retirement readiness.

Are you wondering if you have enough assets to make work optional? Should you consider taking that severance package? We unpack these questions and more, providing you with the tools to evaluate your financial situation effectively.

Here’s a sneak peek of what we cover in this episode:

• Assessing Your Assets: Do you have enough to retire comfortably? We discuss the importance of understanding your financial landscape.
• The 4% Rule: We break down this popular guideline and its implications for your retirement planning.
• Understanding Your Spending: How to accurately gauge your expenses now and in the future, and why this is crucial for your retirement strategy.
• Tax Strategies: We explore the unique tax opportunities available to oil and gas professionals and how to navigate them effectively.

Retirement is not just an event; it’s an ongoing process that requires careful planning and adjustment.

As always, we encourage our listeners to reach out with any questions or ideas for future episodes at podcast@brownleewealthmanagement.com. Thank you for tuning in, and we look forward to bringing you more insightful episodes in the future.

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.