Project Wealth Archives - Rodgers & Associates

Phase 4 of the AGILE Retirement Journey

Ashley Duff

You’re finally retired but the journey is not over. There is still plenty of planning left to do. We will discuss what needs to be done in Phase 4 of your…

Phase 3 of the AGILE Retirement Journey

Christopher Hershey

Transi­tioning from work to retirement might be the biggest financial challenge people face. We’ll cover planning during Phase 3 of your retirement journey on this edition of Project Wealth.

Phase 2 of the AGILE Retirement Journey

Patrick Carney

Preparing for retirement might be the single biggest financial challenge most people face. We’ll cover planning Phase 2 in this episode of Project Wealth.

Phase 1 of the AGILE Retirement Journey

Jeremie Patrick

Did you know a critical phase of retirement begins 10 years out? We’ll go over what you need to do in phase one on this edition of Project Wealth.

AGILE Overview

Christopher Hershey

Retirement is a journey to be enjoyed over time, not a desti­nation. Chris Hershey will help you plan for your unique journey on this edition of Project Wealth.