Are you about to retire and wondering, “How much money do I need to retire?” If so, this episode is tailored for you! Perfectly suited for career professionals who are getting close to retirement and looking into retirement strategies. We break down the essential steps involved in retirement planning, including maximizing your 401(k) contributions, exploring Roth IRA options, and understanding Social Security benefits.
This episode also touches on important considerations like pension payouts, tax implications, and effective investment strategies, all with the goal of helping you align your financial objectives with your desired retirement lifestyle. Our conversation covers real-life scenarios, highlighting practical tips to address healthcare expenses, inflation concerns, and more.
Whether you’re seeking guidance from a professional financial advisor or simply looking to refine your retirement portfolio, this episode offers valuable insights to keep you focused on your financial future. Hosted on Buzzsprout, our show also streams on YouTube, making it convenient for busy professionals searching for accessible retirement information. Tune in for actionable advice, well-researched strategies, and up-to-date perspectives designed to support your journey toward a confident and secure future. Start planning today, and let us help you build a foundation for a fulfilling retirement.
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Thanks for tuning in to this episode of The Perfect Retirement Plan, and remember: it's not about having the smartest financial advisor, the most money saved, or the highest probability of retirement success. The perfect retirement plan, for you – is the one you act on.
Phillip Smith, CRPC AIF | Financial Planner
Tidepool Wealth Strategies
450 Country Club Road, Suite 350 | Eugene, OR | 97401
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Additional Disclosures:
The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
