The Retirement Planning Process
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The Retirement Planning Process
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About this listen
When? Where? What? How? Why?
No, this isn’t a grammar lesson—it's how we start building your retirement plan.
In this episode of Unsolicited Podcast, Me and Anthony Ruffalo dig into the real questions that matter when planning for retirement. It’s not just about the numbers. It’s about your life.
When do you want to retire?
Where are you now financially?
What does retirement even look like for you?
How do we build a plan that actually works?
And most importantly… Why? Are you retiring from something—or to something?
We talk about the emotional side of retirement, not just the spreadsheets. Because the best retirement plans start with clarity, not just calculators.
How to get in touch with us:
Keith Wilson keith.wilson@lpl.com
Anthony Ruffalo: anthony.ruffalo@lpl.com
check out our websites!
Keith Wilson https://www.wfa-nc.com/
Anthony Ruffalo: https://ruffalowealthmanagement.com/
Our YouTube Channels
Keith Wilson: https://www.youtube.com/@ThatFinancialGuy
Anthony Ruffalo: https://www.youtube.com/@anthonyruffalo2704