16 min
The key to a proactive retirement plan Ready, Set, Retire!
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- Investing
In this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky.
Here are some of the key takeaways you'll learn in this episode:
The benefits of reviewing your current financial situation, including interest rates on bank accounts and fees in your 401(k).
How annuities can provide guaranteed income for life, even if the market performs poorly.
The impact of the expiring Trump tax cuts on retirement income and strategies to potentially lessen the impact.
The importance of getting a second opinion on your retirement plan from a qualified professional.
Get your FREE Income Plan Review!
See omnystudio.com/listener for privacy information.
In this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky.
Here are some of the key takeaways you'll learn in this episode:
The benefits of reviewing your current financial situation, including interest rates on bank accounts and fees in your 401(k).
How annuities can provide guaranteed income for life, even if the market performs poorly.
The impact of the expiring Trump tax cuts on retirement income and strategies to potentially lessen the impact.
The importance of getting a second opinion on your retirement plan from a qualified professional.
Get your FREE Income Plan Review!
See omnystudio.com/listener for privacy information.
16 min