Overson's Retire Well Podcast David Overson

During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance.

During our episode today, we’re going to dig into just how important it can be to conduct a financial checkup. Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. Additionally, we’ll examine some retirement strategy mistakes you should avoid during the current pandemic.

During this episode, we’ll be taking a close look at annuities to help you understand what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.

During this episode, we’ll have a scary-good time discussing some common retirement mistakes and what you can do to avoid them so that your retirement is delightful, not frightful.

For many people, going through the estate planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision. And that means your loved ones can grieve without worrying about paperwork.

During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are self-employed.