VIDEO: The Top 5 Financial Planning Challenges in the First 10 Years of Retirement


By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC 

When you retire, you embark on a brand-new journey, unlike anything you’ve ever experienced. You leave the comforts of a steady paycheck and structured schedule and head into the unknown of finite resources and endless free time. It’s quite the opposite of what you’ve done all your life. But now it’s time to see if your hard work will pay off. Watch this quick video to hear about the same 5 financial planning challenges we’ve found that most retirees face during the first 10 years of retirement.

About Joe

Joe Dowdall is a CERTIFIED FINANCIAL PLANNER™ at Worth Asset Management, a financial services company in Dallas, TX, that provides a wide range of wealth management services. With over 15 years in the financial services industry, Joe is a fiduciary who creates customized financial plans for people nearing or in retirement—to help them build and safeguard their wealth through all life stages. He desires to offer clients the best financial planning experience while developing a friendship based on mutual respect. Joe’s philosophy as a financial planner is rooted in his experience as a teacher, where he learned the importance of explaining complicated concepts in understandable terms. He’s passionate about working with a select group of clients to help them achieve their financial goals with confidence and clarity.

Joe has an education degree from the State University of New York and an MBA in finance from Saint Joseph’s University. In addition, he has obtained the CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Chartered Retirement Planning Counselor, and Certified College Financial Consultant (CCFC) designations. Joe resides in Frisco, TX, with his wife, Leila, and their two daughters. During his free time, he enjoys traveling with family, exercising, and hiking the national parks. To learn more about Joe, connect with him on LinkedIn.