Past Events

5 Tips to Manifesting Your Cash Flow
for Retirement Success

with Keith Donnell, CFP, MBA
March 05, 2022 at 9 AM EST 

In Retirement, there are no "do overs" You get the lifestyle you can afford or keep working.

Let us show you how to maximize the effectiveness of your financial resources so you can retire in style, and remain retired.

The Five Tips to Managing Your Cash Flow for Retirement Success:

1. Vision: Understand how much it costs to live during an average month in your life
2. Goals: Add in the costs of the things you want to do like travel, hobbies, etc.
3. Priority: organize all expenses according to your priorities
4. Tactical Budget: Implement a mechanism to track your spending
5. Manage your spending vs. your budget