9 episodes

Retiring Right will dive into a wide variety of topics that deal with getting to retirement, making the transition from a life with employment income to one without and learning to enjoy life in retirement, as well as, getting through retirement without running out of money or things to do!

#RetiringRight #Retirement #Finances #savings #investing #wealthbuilding #accumulationofwealth #assetaccumulation #distributionphase #paylesstaxes #familytreefinancialgroup #wealthbuilding #insurance #estateplanning #retirementplanning Support this podcast: https://anchor.fm/jeff-sedlitz/support

Retiring Right‪!‬ Jeff Sedlitz, LUTCF

    • Education

Retiring Right will dive into a wide variety of topics that deal with getting to retirement, making the transition from a life with employment income to one without and learning to enjoy life in retirement, as well as, getting through retirement without running out of money or things to do!

#RetiringRight #Retirement #Finances #savings #investing #wealthbuilding #accumulationofwealth #assetaccumulation #distributionphase #paylesstaxes #familytreefinancialgroup #wealthbuilding #insurance #estateplanning #retirementplanning Support this podcast: https://anchor.fm/jeff-sedlitz/support

    E8 - Some things to consider when creating Retirement Income

    E8 - Some things to consider when creating Retirement Income

    This episode talks a bit about 2 main areas to keep in mind when planning and structuring your retirement income. Those two things are GROWTH - of your savings, and the role TAXES can play in your retirement income and therefore quality of life in retirement.

    If you have questions, would like to learn more or would like to use our team as a resource to guide you through retirement contact us at info@FamilyTreeFG.com or call us at (904) 657-0896.



    If you appreciate the content being shared here and would like more of the same from us, please support us with a monthly donation and we will keep the content coming!

    Thank you for your support!



    And, here's to "Retiring Right!"


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    • 27 min
    E7 - Retirement - It's about more than the money!

    E7 - Retirement - It's about more than the money!

    The first thing most people think of when the topic of retirement comes up is "money"... In this episode of "Retiring Right" we talk about non-monetary things that help to make for a great retirement. Please enjoy! 

    If you appreciate the content being shared here and would like more of the same from us, please support us with a monthly donation and we will gladly keep the content coming!

    Just click the link. and thank you very much for your support!: Click Here

    And, here's to "Retiring Right!"



    Jeff Sedlitz, LUTCF | President & CEO

    Web: Family Tree Financial Group

    Ph: (904) 657-0896

    Email: JSedlitz@FamilyTreeFG.com


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    This episode is sponsored by
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    Support this podcast: https://anchor.fm/jeff-sedlitz/support

    • 21 min
    E6 - Advice

    E6 - Advice

    When it comes to advice on where to eat, what movie to see, etc advice from friends and neighbors is fine. But, when it comes to your financial well-being and retirement planning, advice should be sought after from a licensed and trained professional. No one wants to get to 68 years of age, put in their retirement notice only to discover at age 77 they're 8 months away from running out of money to remain retired! A financial professional who is trained and certified in all facets of retirement planning is essential to your retirement success.



    Jeff Sedlitz, LUTCF

    President & CEO

    Family Tree Financial Group

    P: (904) 657-0896

    E: JSedlitz@FamilyTreeFG.com

    W: https://www.familytreefinancialgroup.com/ 


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    This episode is sponsored by
    · Anchor: The easiest way to make a podcast. https://anchor.fm/app

    Support this podcast: https://anchor.fm/jeff-sedlitz/support

    • 16 min
    E5 - Making a Commitment to Your Retirement

    E5 - Making a Commitment to Your Retirement

    Family Tree Financial Group is a full service financial advisory firm located in Northeast Florida, serving the nation. We have over 200 years of combined industry experience and believe in the philosophy that "None of us are as great as all of us"

    When one of our Financial Professionals takes on a new client, that client gets the expertise and collaboration from our entire team. We treat everyone as a family member!


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    Support this podcast: https://anchor.fm/jeff-sedlitz/support

    • 19 min
    E4 - Business Owner Dilemma

    E4 - Business Owner Dilemma

    We all have major, difficult financial decisions to make. But, the average business owner has even more. Not only do they have all of the "personal" decisions to make over the typical obligations and goals, but they also have several other financial considerations due to the business. Today, in this episode of Retiring Right, we're going to talk briefly about Business Continuation Planning and how important it is!



    We also hope that if you like us, you'll support us and allow us the opportunity to bring you much more great content in the upcoming weeks. Just click the link below:

    https://anchor.fm/jeff-sedlitz/support


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    This episode is sponsored by
    · Anchor: The easiest way to make a podcast. https://anchor.fm/app

    Support this podcast: https://anchor.fm/jeff-sedlitz/support

    • 13 min
    E3 - Retiring Right - Annuity Awareness Month

    E3 - Retiring Right - Annuity Awareness Month

    Today we offer a brief understanding of annuities and how they can be used in retirement planning to generate a "self-made pension plan"

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    This episode is sponsored by
    · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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    • 16 min

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