What do you want to do during retirement? Are you financially ready? What about emotionally? 

Learn about personal planning for retirement from a couple in the midst of preparing for their own retirement.

In this episode, Brett Ramsey is joined by David and Julie Armstrong in discussing their preparations for retirement, from financial planning to personal decisions. They highlight the aspirations and concerns of individuals approaching retirement and emphasize the importance of communication and collaboration within the family. 

Brett, David, and Julie discuss: 

• How they decided when to retire
  
• The importance of seeking help from a financial planner
  
• Why planning activities during retirement is just as important as planning financially
  
• The importance of communication and collaboration within the family in retirement planning
  
• And more
  

Connect with Brett Ramsey:

• Brett Ramsey LinkedIn
  
• Brett Ramsey on Facebook
  

Connect with TheArmstrong’s: 

• LinkedIn: David Armstrong
  

• Innovativei
  

About Brett Ramsey:

Brett is committed to educating others—especially his clients—to become confident in their own financial decisions. As co-owner and LPL financial advisors at Artisan Wealth Strategies, he specializes in retirement, income planning, as well as comprehensive financial planning. Brett has been in the financial industry for 20 years. 

Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. He received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. 

In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. 

Brett now lives in Carmel, Indiana, with his family which is his favorite pastime, but he’s also an avid athlete. An active member of his community, Brett has organized many educational classes on financial topics and taught classes for many non-profit organizations. 

About our Guest:

Dave has over 35 years of experience in video and cinema production, fulfilling just about every role from producer to prompter. As an account manager, Dave leverages that experience to efficiently coordinate communication between clients and our creative team. His thoughtful diligence and attention to detail ensures that our team can quickly and seamlessly adapt to whatever our clients need.