19 episodes
Beacon Retirement Strategies Beacon Capital Management
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- Business
We believe peace of mind in retirement requires a plan. When it comes to creating a retirement plan, there are a lot of things to consider. This podcast is dedicated to breaking down some of the more complex parts of retirement to put it into terms that are easier to understand.
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Episode 17: Developing A Well-Rounded Estate Plan (with Ryan Knight)
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Episode 17: Tax Planning In Today’s Environment (with Patrick Min)
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Episode 16: Getting Started With Estate Planning (with Ryan Knight)
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Episode 15: The Ultimate Retirement Checklist (with Jon Maxson and Dan Benson)
No one wants to spend retirement worrying about their money but there are a lot of moving part. It’s easy to underestimate, or overlook a critical issue.
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:
Step 1: Planning for Taxes Step 2: What is Reliable Income built on Step 3: Dealing with second biggest thief of retirement Step 4: Your plan must address inflation and low interest rates Step 5: What about healthcare and long-term care Step 6: How do you know if you need an estate plan -
Episode 14: 4 Overlooked Risks That Could Threaten Your Retirement
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:
The “silent killer” in retirement Living in a low interest rate world What could be a BIG win in Taxes What does retiring during a downturn mean