First Year of Retirement-Year End Strategies
Your Retirement With Sam Duell
English - December 05, 2022 20:15 - 51 minutes - 47.2 MBBusiness Education 401k 403b care invest medicare risk volatility adviser advisor bond Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Sam, Andi, and Look look at strategies to have in place when you first retire. They cover the adjustment period, prioritizing expenses, continuing to save, having a Social Security Strategy, and seeking out professional help. They also discuss the next wave of retirees-Generation X. These are the people born between 1965 and 1980. The older ones are clearly in the financial red zone but are they ready? They look at a study that will give some insight. Then they move into some things to consider at the end of the year including maximizing your 401(k), IRA, Roth, and Health Savings Account savings and looking at strategic tax moves.
You can reach Duell Financial Strategies by calling 866-203-7486.
See omnystudio.com/listener for privacy information.