23 episodes
Retireable retireable
-
- Business
-
-
5.0 • 2 Ratings
-
Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near retirement age to achieve their retirement goals and dreams in order to share that knowledge with the audience. They’ll also interview professionals in all aspects of retirement life to gain more insight to share with the listener. Finally, they will spend time each episode using examples from families they work with who are having great success in their ”Retireable” time of life.
-
Preparing For Retirement
Are you ready? There are many factors that go into knowing whether the time is right to retire. Everyone’s situation is different. It involves more than just being a ‘good saver’. Mike and John will break down which steps you should be looking for, including planning and investing.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#RetirementInvesting
#RetirementPlanning
#HolisticHappenings
-
Annuities
Annuities...You have questions, we discuss! Know the difference between types of annuities? Know how annuities work? Join John and Mike as they discuss all things they can about annuities and the inner workings. Then they continue their series on Holistic Happenings and how it might impact you.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#Annuities
#RetirementPlanning
#HolisticHappenings
-
Investment Guardrails and Strategies
On this episode of Retireable, hosts John and Mike talk about creating and using “guardrails and buffers” with your investment strategies. Listen to some great ways to create the type of portfolio that will best suit different needs for different people. Then they continue their ongoing series of Holistic Happenings and what Mike and John see throughout their normal interactions.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#InvestmentBuffers
#RetirementPlanning
#HolisticHappenings
-
Retirement Account Strategies
Join the Retireable podcast for a great discussion on retirement accounts and Retired Minimum Distributions! Planning and optimizing RMDs is an often overlooked strategy for many retirees. Mike and John discuss different philosophies and planning strategies to try to optimize this phase of retirement, both during those years and before you get to them.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#BucketPlanning
#RetirementPlanning
#HolisticHappenings
-
Bucket Planning
Join John and Mike as they discuss Bucket Planning and how it fits within the financial planning concepts for retirement. They discuss how it helps with finances as well as cases where it may help with advanced concepts like tax-efficiency or income planning in the later years of retirement. Then the hosts continue their ongoing conversation on Holistic Happenings.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#BucketPlanning
#RetirementPlanning
#HolisticHappenings
-
Pensions and Pension Buyouts
Pensions and Pension Buyouts! Join the Retireable hosts and their guest, John Cole, as they discuss some of the changes to the world of pensions and buyout opportunities. What to expect, and what to look out for. Then Mike and John continue their ongoing discussion of Holistic Happenings.
Financial Services of America | Personal Financial Planning (fsa1.com)
#Pensions
#PensionBuyouts
#HolisticHappenings
#FinancialServicesOfAmerica
#Retirement
#Retireable
Customer Reviews
Great Information
Valuable information for someone retired or getting ready to retire.