16 episodes
Retiring Right! Jeff Sedlitz, LUTCF
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- Business
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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
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E 16 - Traditional Retirement Accounts & Taxes (Part II)
A continuation of a prior episode to piggyback on the conversation we had about these commonplace retirement accounts and how, looking through a tax-focused lens, they impact your overall retirement income. You can give away tens of thousands or even hundreds of thousands of dollars to your "Silent Partner" - The Government!
We can give you sound tax-strategies to reduce or eliminate your taxes in retirement so that you get to keep most or all of your money when you need it most!
You can live the retirement of your dreams! It just takes the right plan and sticking to that plan!
As always, I'd advise you to reach out to myself or another trained professional to "take you by the hand" and show you how to get there.
Not only can you retire (even if you're behind), but you can even Retire Right!!!
Jeff Sedlitz, LUTCF | President
Family Tree Financial Group
JSedlitz@FamilyTreeFG.com
(904) 657-0896
For more information contact us at: info@FamilyTreeFG.com or call us : (904) 657-0896.
I am always here to help!
Let's get you Retiring Right!
Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!
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#retiringright #retirement #financialfreedom #financialplanning #retire #financialindependence #familytreefinancialgroup
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E 15 - Choices (Part 1)
In today's message - Choices (Part 1) I wanted to introduce the reality that with retirement planning there are so many choices to make! You have to make important choices regarding where to live, whether or not to "down-size", how much to save, where to save it, at what age to retire, at what age to begin Social Security, how to take money out of your traditional retirement accounts, choices regarding your health and well-being, how to have balance enough to enjoy the retirement life that you've always dreamt of!
You can live the retirement of your dreams! That's another choice!
Then, I'd advise you to reach out to myself or another trained professional to "take you by the hand" and show you how to get there.
Not only can you retire (even if you're behind), but you can even Retire Right!!!
Jeff Sedlitz, LUTCF | President
Family Tree Financial Group
JSedlitz@FamilyTreeFG.com
(904) 657-0896
For more information contact us at: info@FamilyTreeFG.com or call us : (904) 657-0896.
I am always here to help!
Let's get you Retiring Right!
Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!
https://podcasters.spotify.com/pod/show/jeff-sedlitz/support
#retiringright #retirement #financialfreedom #financialplanning #retire #financialindependence #familytreefinancialgroup
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E 14 - F.E.A.R. = Face Everything And Rise!
In short, today's message is - Don't let "fear" stop you from living the retirement life that you've always dreamt of!
You can live the retirement of your dreams! Make the decision to and then reach out to myself or another trained professional to "take you by the hand" and show you how to get there.
Not only can you retire (even if you're behind), but you can even Retire Right!!!
Jeff Sedlitz, LUTCF | President
Family Tree Financial Group
JSedlitz@FamilyTreeFG.com
For more information contact us at: info@FamilyTreeFG.com or call us : (904) 657=0896.
We're here to help!
Let's get you Retiring Right!
Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!
https://podcasters.spotify.com/pod/show/jeff-sedlitz/support
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E 12 - Outlets Options
Everyone should have an outlet - that thing that when they do it, they can release their energy and feel great! Outlets, hobbies, interests, passions, etc. are so important to staying fulfilled, vibrant. The other word in the title was Options. I also feel that everyone should create the option to retire for themselves. YOYO stands for You're On Your Own! Meaning if you want to have a great retirement, it's up to you to create it. The Corporate pensions are largely a thing of the past. Social Security is in terrible financial trouble. Therefore, now more than ever, Americans need to realize that the only person who can financially take care of the Retiree they hope to be, is the Pre-retiree they are today!
Retiring Right! is all about advice, strategy, techniques, common sense approaches and more. For your personal no-cost consultation call us at Family Tree Financial Group (904) 657-0896 or email us to schedule at info@FamilyTreeFG.com
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E 11 - More Food For Thought
Plenty of ideas and things to think about in planning for retirement
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E 10 - Growth & Taxes (Two things to consider when planning for retirement)!
Thanks for listening to this episode of Retiring Right!
As you save for the future, there are many areas where you may want to focus your attention. Most of us know about the need to grow and protect our retirement funds. This is an important consideration in making sure you have enough money to fund your retirement & not run out of money! An area that you might not have thought much about is taxes & TAX RISK.
Taxes – just like the growth of your retirement funds – can be a critical component of ensuring you have enough retirement income to fund your needs.
• Why taxes may be the biggest retirement risk you haven’t planned for
• How to identify (and eliminate) your 3 biggest retirement risks
• Key indicators that your retirement approach may be outdated
• Why today’s market requires specialized planning to meet your retirement goals
• The difference between tax deferred and tax free saving and how to know which one is right for you.
Call or email to receive a complimentary copy of The New Rules of Retirement Saving, the leading book on creating a retirement aligned with today’s market and tax realities.
You may contact Jeff Sedlitz, LUTCF | President of Family Tree Financial Group and host of Retiring Right! at: info@FamilyTreeFG.com or (904) 657-0896.
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Send in a voice message: https://podcasters.spotify.com/pod/show/jeff-sedlitz/message