VIDEO: Understanding the Phases of Retirement Planning
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC
Retirement can seem like this vague event that’s too far off in the future to worry about. You can plan your retirement, save for retirement, and most people even spend their days dreaming about it, but we often don’t pay attention to the nuances of each stage of retirement. The journey to and through retirement occurs gradually, like successive chapters in a book, each with its own obstacles, celebrations, and decisions to be made. Watch this quick video to hear what you need to know for each stage of your retirement.
About Joe
Joe Dowdall is a CERTIFIED FINANCIAL PLANNER™ professional 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.