In this chapter, you'll gain valuable insights from Shawn regarding practical tips on maximizing retirement savings, the importance of optimizing Social Security benefits, and strategies for effective financial planning across different phases of retirement. So sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to financial wisdom.
Shawn answers:
- How can retirees effectively allocate their funds across the needs, wants, and wishes categories to ensure financial security and fulfillment during the Go-Go Years of retirement?
- What strategies can retirees employ to balance funding their basic needs with fulfilling their wants and wishes during the initial phase of retirement, known as the Go-Go Years?
- Why is the decision of when to begin taking Social Security benefits critical for retirees, and how does proper Social Security optimization contribute to a more secure retirement?
- How does the concept of downsizing during the Slow-Go Years not only simplify retirees' lives but also potentially free up significant financial resources for their retirement?
"Every situation is personal, just like every retirement plan is different." — Shawn Maloney
Get a free copy of Shawn’s book “The Priority of Retirement” here-
https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:Website-
https://www.retirewisepro.com/YouTube-
https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSgLinkedIn-
https://www.linkedin.com/in/shawn-maloney-retire-wiseInstagram-
https://www.instagram.com/retirewise_llc/Facebook-
https://www.facebook.com/ShawnMaloney.RetirementPlanning/Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
