8 Important Lessons That Will Change the Way You Think About Retirement Planning
Learn from real stories and professional insights so you can avoid common mistakes and feel more confident about your next chapter.
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WHAT’S INSIDE THE GUIDE
Each chapter shares a real-life story and practical lesson designed to help you avoid common pitfalls, rethink how you’re preparing, and build a more meaningful retirement.
Find Purpose
Beyond Your Career
Discover why retirement success isn’t just about money—it’s also about identity, purpose, and how you spend your time once work is no longer the focus.
Get Clear on How
Much Is Enough
Discover why retirement success isn’t just about money—it’s also about identity, purpose, and how you spend your time once work is no longer the focus.
Make a Plan That
Actually Works
Learn why hoping for the best isn’t enough—and how to build a plan that accounts for both the expected and the unpredictable.
Build a Paycheck You
Can Count On
Get a clear look at how to structure income in retirement so you feel secure and in control, not anxious about every withdrawal.
Break Free from Debt
Before It’s Too Late
Discover why retirement success isn’t just about money—it’s also about identity, purpose, and how you spend your time once work is no longer the focus.
Leave More Than
Just Money
Explore how to build generational wealth and create a lasting legacy that reflects your values and supports the people you love.
Take the Guesswork Out of Retirement
You don’t need to figure it all out alone.
Retirement should feel exciting—not uncertain. But without the right guidance, even high earners can feel unprepared or anxious about what’s next.
With our free guide, 8 Things I Wish I Knew Before I Retired, you’ll learn from real stories and practical insights to help you avoid common mistakes, clarify your goals, and make more confident decisions. When you’re ready, our team is here to help you apply these lessons to your own plan.
Book a free conversation to see how your current approach aligns with where you want to go—and what changes might help you get there.
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Planning Is Just the Start. We’re Here to Guide, Teach, and Walk Beside You
At The Tranel Financial Group, we’ve been helping families retire with confidence since 1988. Our process starts with understanding your goals, concerns, and what matters most to you. We take time to listen, educate, and offer advice that fits your life—not a one-size-fits-all plan.
We don’t make recommendations until there’s clear understanding on both sides. And because life changes, your advisor checks in regularly to help you stay on track, adjust your plan, and move forward with confidence.
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