21 min

7 Steps to Retirement Security RETIREMENT MADE EASY

    • Investing

Over the last two months, we’ve had close to 8 people contact us to put together a retirement plan because they’re fearful of being downsized. If they got laid off, could they afford to retire? People are looking for peace of mind and a retirement plan helps cover the what-ifs in life. 
Tom Hegna wrote the book, “Don’t Worry, Retire Happy.” In it, he brings up some good points when it comes to retirement planning and what to be aware of. I tweaked his methodology to make it my own. So in this episode of the Retirement Made Easy podcast, I’ll cover the 7 steps you need to have a secure retirement. 
You will want to hear this episode if you are interested in... [0:28] Why you need a retirement plan in place (and how we can help you)  [6:11] Step #1: Get a retirement plan in place  [8:05] Step #2: Maximize Social Security benefits and pensions [8:45] Step #3: Consider a hybrid retirement [10:40] Step #4: Account for inflation  [14:51] Step #5: Protect your dollars from taxes  [17:30] Step #6: Have a plan for long-term care [18:46] Step #7: Use your home equity wisely Resources & People Mentioned 3 Steps to Retirement Planning “Don’t Worry, Retire Happy" Connect With Gregg Gonzalez Email at: Gregg.gonzalez@lpl.com Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube  
Subscribe to Retirement Made Easy
On Apple Podcasts, Spotify, Google Podcasts

Over the last two months, we’ve had close to 8 people contact us to put together a retirement plan because they’re fearful of being downsized. If they got laid off, could they afford to retire? People are looking for peace of mind and a retirement plan helps cover the what-ifs in life. 
Tom Hegna wrote the book, “Don’t Worry, Retire Happy.” In it, he brings up some good points when it comes to retirement planning and what to be aware of. I tweaked his methodology to make it my own. So in this episode of the Retirement Made Easy podcast, I’ll cover the 7 steps you need to have a secure retirement. 
You will want to hear this episode if you are interested in... [0:28] Why you need a retirement plan in place (and how we can help you)  [6:11] Step #1: Get a retirement plan in place  [8:05] Step #2: Maximize Social Security benefits and pensions [8:45] Step #3: Consider a hybrid retirement [10:40] Step #4: Account for inflation  [14:51] Step #5: Protect your dollars from taxes  [17:30] Step #6: Have a plan for long-term care [18:46] Step #7: Use your home equity wisely Resources & People Mentioned 3 Steps to Retirement Planning “Don’t Worry, Retire Happy" Connect With Gregg Gonzalez Email at: Gregg.gonzalez@lpl.com Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube  
Subscribe to Retirement Made Easy
On Apple Podcasts, Spotify, Google Podcasts

21 min