The Fundamentals of Money
Rock on Retirement
English - May 20, 2024 19:00 - 9 minutes - 8.68 MB - ★★★ - 4 ratingsInvesting Business 401k 403b coach finance help retirement volatility wealth annuity ira Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
On this episode of Rock On Retirement, Coach Pete and the team discuss the importance of understanding the difference between net worth and cash flow in retirement planning. They emphasize the need for a cash flow income plan and the role of taxation in maximizing cash flow. They also mention strategies such as the financial fill-up strategy and reverse mortgages to convert assets into cash flow. The conversation highlights the significance of starting income planning early and working with a certified income planner.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com.
See omnystudio.com/listener for privacy information.