Coffee with Your Retirement Coach

The Retirement Playbook - Episode 27

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Description

In this episode of Coffee With Your Retirement Coach, Aaron and Nic Aaron break down retirement strategies using the only thing appropriate during Super Bowl Season: football analogies. From understanding the importance of getting employer matches on your 401(k), to tax considerations, to estate planning and the nuances of Social Security, this episode is packed with the high level game plan you need to win in every area of the retirement game. Whether you're in the first quarter of your career or approaching the final whistle, discover how to optimize and protect your retirement savings. Tune in, grab your coffee, and get ready to win!
00:00 Introduction: Retirement and the Big Game
00:42 Doing the Superbowl Right at the Yeomans House
01:39 Drawing Parallels: Retirement and Winning Strategies
02:17 Breaking Down the Retirement Playbook
03:06 Optimizing Your Retirement Plan
04:14 Reviewing and Adjusting Your Financial Plan
05:39 Tax Strategies for Retirement
09:35 The Importance of Estate Planning
18:26 The Importance of Naming Multiple Successors
19:23 Updating Estate Planning Documents
20:21 Healthcare Power of Attorney for Adult Children
21:26 Reevaluating Beneficiaries
21:37 Story Time: A Cautionary Tale
23:47 The Role of Beneficiary Forms
26:03 The Complexity of Social Security
30:37 Building a Winning Retirement Team
33:45 Final Thoughts and Encouragement
 
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Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.