2584: 5 Ways to Solve Your Top Retirement Concern - Outliving Your Money by Kathleen Coxwell of New Retirement on Financial Security

Optimal Finance Daily

English - January 12, 2024 08:00 - 10 minutes - ★★★★ - 24 ratings
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Previous Episode: 2583: That Clutter in Your Home Used to be Money by Craig Stephens of Retire Before Dad on Spending Mindfully

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Episode 2584:
Kathleen Coxwell of NewRetirement.com discusses common retirement concerns, particularly outliving one's money. She highlights five strategies to address this fear, including managing lifestyle expenses, considering living situations like downsizing or reverse mortgages, understanding healthcare costs, implementing tax savings measures, and diversifying investment portfolios. These solutions aim to provide security and peace of mind for retirees facing financial uncertainty.
Read along with the original article(s) here: https://www.newretirement.com/retirement/5-ways-to-solve-your-top-retirement-concern-outliving-your-money/
Quotes to ponder:
"To help alleviate their clients’ longevity concerns, CPA financial planners integrate tax planning strategies to maximize income in retirement."
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 2584:

Kathleen Coxwell of NewRetirement.com discusses common retirement concerns, particularly outliving one's money. She highlights five strategies to address this fear, including managing lifestyle expenses, considering living situations like downsizing or reverse mortgages, understanding healthcare costs, implementing tax savings measures, and diversifying investment portfolios. These solutions aim to provide security and peace of mind for retirees facing financial uncertainty.

Read along with the original article(s) here: https://www.newretirement.com/retirement/5-ways-to-solve-your-top-retirement-concern-outliving-your-money/

Quotes to ponder:

"To help alleviate their clients’ longevity concerns, CPA financial planners integrate tax planning strategies to maximize income in retirement."

Learn more about your ad choices. Visit megaphone.fm/adchoices