retirement planner
Post-career financial strategist
A retirement planner is a financial professional who helps people prepare for life after they stop working—advising on savings, investments, pensions, and withdrawal strategies.
The term also refers to tools and software that project retirement needs: The online retirement planner showed I'd need to save more aggressively.
Someone might consult a retirement planner in their forties or use a retirement planner app to run scenarios.
- pensionRetiree's ongoing benefit
- 401kEmployer-sponsored retirement savings
- savingsAccumulated money kept
- fixed incomeStable recurring revenue
- nest eggSaved money for later
rainy day fund · financial advisor · portfolio · investments · target date · social security · annuity · estate · IRA · tax shelter · golden years · budget · spreadsheet · future · wealth · stocks · bonds · calculator
- advisorspolicy advisors, consultant, adviser, advisor, think tanks
- Finance Toolsbudget app, budgeting app, calculator, expense tracker, spreadsheet
- planner types
- elder caresenior care, aged care, elderly care, gerontologist, geriatrician
- Financial Adviserswealth manager, investment adviser, portfolio manager, asset manager, financial coach
- Financial Advisorswealth advisor, financial consultant, financial advisor, investment advisor, CFP
retirement plannerbankruptcy attorney
Lawyer handling debt discharge
debt collector · spendthrift · loan officer · credit card company
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