Certified Fun Planner or Something

OMG, like, hiya! I'm Brittany, CFP® — which, duh, totally means Certified Financial Planner, not like, Cool Fun Person, even though I am that too. Anyway, so you’re, like, 65 now and all, like, ready to retire? That’s, like, soooo cute! Congrats, bestie! 🎉

So, like, first thing’s first: you gotta get a budget. But, like, make it chic, you know? Use a pink glittery planner or, like, a cute app with emojis. Super adorbs. And, like, don’t stress about saving money — you’ve got, like, forever, right? Just keep swiping that card, girl! YOLO!

Okay, so, like, investments? Ugh, boring, amirite? But don’t worry, just, like, throw all your money into something that sounds fancy, like… NFTs of cats wearing sunglasses or something. Those are, like, soooo in right now. Plus, like, if it’s digital, it’s probs worth more, you know?

And, like, social security? I mean, just, like, go pick it up at the social security store or whatever. Super easy. And don’t forget to, like, put your whole 401k into something safe, like… Gucci bags! They always go up in value, just like my Insta likes when I post a cute sunset pic.

Lastly, remember, if you run out of money, just, like, move in with your kids. Or, like, find a cute millionaire on Bumble. That’s, like, totally a plan. Anyway, congrats on your retirement, and don’t forget to, like, treat yo’ self. Retire in style, queen! 💅✨

Thank you, Brittany, for your, um, enthusiastic perspective. For those of you who are ready to leave behind the world of California hot air and New York big-man-on-campus hogwash, it’s time for a serious, strategic approach to your wealth planning.

At Truesdell Wealth, we understand retirement. The individual and team you select to be your partner is one of the most critical financial decisions you will make. Our team provides personalized management and advice tailored to your unique needs, ensuring you have a solid, secure, and fulfilling retirement.

We don’t just talk in trends or buzzwords; we deliver actionable insights, proven strategies, and straightforward guidance. When you’re ready to work with those who understand the complexities of lifet, you know who to call.

Truesdell Wealth, Inc.
Text: 212-433-2525