Smart Question, Wiser Answers: How Much Money Do I Need to Retire?

Wednesday, October 28, 2020

Are you over 2020, too? While we can't deny the many challenges of this year... We are very encouraged to hear that many of us took our time this year to focus on what really matters, our years ahead, and what our own values are surrounding "time", "work", "health", and "money". All values that are critical to understanding when planning for the ultimate vacation of your life: Retirement! 

Everyone's retirement looks different depending on what these values mean to them. However, taking the ultimate vacation requires financial planning and allocating a certain amount of money, in exchange for a more relaxed time of life. 

Your Smart Question of the Week is: How Much Money Do I Need to Retire? 

This Week, Our Wiser Answer comes from Wesley Lentz, Managing Partner, Financial Advisor, CFP®, J.D.


Wesley Lentz Wesley Lentz

Meet the Wiser Advisors

Everyone who comes through our doors has their own financial story. We’ll take the time to find a Wiser Advisor for you who has the right expertise to respond to your unique needs.

© The Wiser Financial Group
6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
Site Made in Michigan by NK


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. 

Investor Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.