For many people, retirement arrives much faster than they ever planned. Today we’re sitting down for a client conversation with Jan Wozney, who felt that sudden realization that many people she knows were enjoy life without work. In part one, we talk about what she’s learned during her career, why she felt the need to work with an advisor, and how fear can be a motivator in retirement planning.

Read more and get additional financial resources here: https://www.mlnrp.com/podcasts/ep-5-preparing-for-retirement-with-jan-wozney-part-1 

Watch the video podcast: https://youtu.be/EewSFh9_Y18 

What we discuss on this episode:

0:25 – Background on our guest

7:43 – What she learned from her family

9:28 – Realizing you’re falling behind

11:54 – Working with an independent financial advisor

14:20 – Fear as motivation