Ep 57: Retirement Planning is Harder Than it Looks

How Money Works

English - July 21, 2022 09:00 - 13 minutes - 17.9 MB
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Previous Episode: Ep 56: Retirement Planning For Business Owners

Next Episode: Ep 58: The Final Decade Before Retirement

As advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we’ll break down whether Social Security, risk, diversification, and 401(k)s are truly easy or a bit more complicated than we realize.

What we discuss on this episode:

0:53 – Social Security

4:06 – True diversification

6:21 – Managing risk

8:36 – 401(k) rollovers

Get additional financial resources:

https://maestrowealth.com/how-money-works-podcast/