👉 FREE Retirement Planning Guide + Checklist: https://cdfinancial.org/tsp%20free%20guide/
FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube

Are you truly retirement ready — financially secure, lifestyle-aligned, and prepared for life after work? Learn the key retirement planning questions and readiness checklist every pre-retiree should ask to avoid blind spots and achieve confidence in retirement.

Socials:
Instagram: https://instagram.com/cdfinancial.llc/
Facebook: https://facebook.com/cdfinancial
LinkedIn: https://linkedin.com/company/cd-financial
Join Our Newsletter: https://cdfinancial.com/newsletter

👋 WHO ARE WE?
CD Financial helps federal employees and near-retirees create sustainable, tax-smart retirement income. Expect weekly strategies on 401K, FERS, TSP, Social Security timing, tax planning, and health-meets-wealth habits—clear, practical, compliant.

⏱ TIMESTAMPS
0:00 Are You Ready to Retire? Two Questions That Matter Most
0:24 What’s Most Important to You in Retirement? Lifestyle & Priorities
0:52 Why Visualizing Your Retirement Life Is Critical
1:16 Can You Afford to Retire If Nothing Changes Financially?
2:02 How Long Does Your Money Need to Last in Retirement?
2:37 What a Successful Retirement Plan Should Really Do
3:10 Why You Don’t Need to Work Longer — You Need a Better Plan

Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

Support the show