On this episode of the Retire Once Show, Johnathan and Melissa discuss an article from gobankingrates.com, 45 Things Every 50-Something Should Know About Retirement. We discuss whether or not some of these items belong on the list such as a “longevity annuity” or a reverse mortgage.
2022 has been challenging for retirement planning. There has been decade high inflation, a bear market in stocks and bonds, a Fed that is continuing to raise interest rates while the entire market waits for a Fed pivot. There may be more volatility in store for 2023, which is why we also spend time sharing our Top 3 Retirement Tips For 2023.
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Check out our main channel for all of our retirement education on YouTube Here!
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT]
➡️ [CONNECT WITH ME ON LINKEDIN]
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
-----------------------
#TheoremWealthManagement #RetireOnce #RetirementPodcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
