Author: Joe Calhoun CFP®
Joe Calhoun CFP®
Joe Calhoun is a Wealth Manager at Quotient Wealth Partners, bringing over 9 years of experience to the firm. Joe specializes in investment strategy, tax optimization, retirement income planning, and insurance analysis. Joe holds a Certified Financial Planner designation and earned his Bachelor of Science in Finance from Indiana University's Kelley School of Business. Beyond his professional achievements, Joe is a dedicated volunteer for Big Brothers Big Sisters and runs to raise funds for St. Jude’s fight against pediatric cancer. In his time outside of the office, he enjoys snowboarding, card games, and avidly follows Chicago's sports teams.
I’ve been in the financial services industry for almost ten years. And in that time, I’ve had the honor of helping hundreds of people through one of life’s most consequential decisions: retirement. Every time I’ve had that conversation, the same questions arise. “Can I afford this?”“What if the market drops?”“Do I need to change my lifestyle?” And every time we have these questions, I always think to myself, I would be asking those very same things. You work your whole life, diligently saving, hoping one day to reach this mythical concept of “retirement.” No more answering to a boss, or…