Your Money Your Retirement Podcast Linda Gardner

It’s 7:00 on a Friday evening and you just met with the doctor who told you she’s releasing your mom from the hospital first thing Saturday morning. Mom still needs a lot of care and she can’t go back to her home. Where do you start? What do you do next? Who are you going to call this late on a Friday evening? This can happen to anyone! 

Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that could impact your retirement future?  If not… why not?

Will your money last...how will inflation, future taxes and healthcare expenses impact your retirement? Will your loved ones be financially ok when you’re gone? Do you know where your retirement income is actually coming from? If questions like these are keeping you awake at night, you’re not alone! The good news is that there are some great strategies to help you relax!

You might think you work well under pressure, but just-in-time estate planning is the last thing you’ll want to do! It’s critically important and, you want to get it right! We'll disclose 6 key mistakes to avoid.

How do you balance growth with protection in your retirement portfolio? Too much in growth can be risky…Yet, too much in protection may not last long enough! Can you design a retirement plan that allows you to do both?
with Joel Cavaliere CFP TM
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You’ve spent your entire career working hard and building up your nest egg to eventually use for retirement. When it comes time to crack the nest egg, are you ready for it? Distribution is a much different mindset and process than accumulation, and mistakes at this point can be costly. So, we’ll talk about why a well-thought-out retirement plan can help you reduce the risk and set you up for your successful retirement journey. Joining in this discussion is financial advisor Zach Roberts.