Tune Up Your Finances: Time for a Retirement Check-In

February 06, 2024

Featuring TJ Hansen, CFP® — Wealth Advisor Union Investment Management Group

TJ takes his clients’ retirement very seriously (it’s his job), but his demeanor is anything but. In his totally approachable, easy-to-understand style, he takes us through a great financial planning overview with a presentation titled “Roadmap to Retirement.” First, though, we got to “meet” the folks behind our investments with an interesting look at the UIMG profile pages and an explanation of the whole-team approach — pretty standard at UBT, where your money has people.

From the binder approach, to FRAs and RMDs, to supplementing Social Security income and the importance of asset allocation both before and during retirement, TJ covers it all, and you have a front-row seat. Whether you missed it entirely or just couldn’t write notes fast enough the first time, you’ll want to watch this segment. Check it out before you schedule your check-in!

  • Personal
  • Retirement
  • Retirement

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