Ep 9: When Guessing at Retirement’s Most Important Questions Goes Wrong

The Audible Advisor with Spiros Vassilakos

#Trading #Business #Spiros Vassilakos #Retirement #Financial Planning #Florida #401k #Money #Investing #Athenian #MBA #Entrepreneur #IRA

31:01

National Geographic photographer and conservationist Jaime Rojo has spent decades capturing the beauty and fragility of the monarch butterfly. Their epic migration is one of nature’s most breathtaking spectacles, but their survival is under threat. In this episode, Jaime shares how his passion for photography and conservation led him to document the monarchs’ journey. He and host Brian Lowery discuss the deeper story behind his award-winning images, one about resilience, connection, and the urgent need to protect our natural world. See Jaime's story on the monarch butterflies at his website: rojovisuals.com , and follow Brian Lowery at knowwhatyousee.com .…

3年之前 18:18

MP3•单集首页

If you aren’t working with an advisor you could end up guessing a lot when it comes to planning for retirement. On today’s episode, we are going to break down some of retirement’s most important questions and what can go wrong if you end up guessing at them.

Do you know how much income you’ll need in retirement? You need enough to last throughout retirement and reach your goals, but you probably don’t want to work longer than necessary. How much do you need to save for those major purchases and how is that different than emergency funds? If you know you’ll be paying for a child’s wedding or your house needs some new appliances, it’s always a good idea to budget those things into your overall retirement plan. Join us today as we explore these questions and why planning is almost always better than guessing.

What We Discuss Today:
0:39 – Do a lot of people guess?

1:23 – How much income do you need?

4:36 – How much do you need for major purchases?

6:59 – Do you go over these things with pre-retirees?

8:01 – How much is inflation impacting you over time?

10:00 – What typical percentage of inflation do we plan for?

11:09 – How much will healthcare be in the future?

14:15 – Covering healthcare in retirement

15:26 – Working with an advisor instead of guessing

Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

32集单集

Ep 9: When Guessing at Retirement’s Most Important Questions Goes Wrong

The Audible Advisor with Spiros Vassilakos

published 3年之前

MP3•单集首页

What We Discuss Today:
0:39 – Do a lot of people guess?

1:23 – How much income do you need?

4:36 – How much do you need for major purchases?

6:59 – Do you go over these things with pre-retirees?

8:01 – How much is inflation impacting you over time?

10:00 – What typical percentage of inflation do we plan for?

11:09 – How much will healthcare be in the future?

14:15 – Covering healthcare in retirement

15:26 – Working with an advisor instead of guessing

Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

32集单集

#Trading #Business #Spiros Vassilakos #Retirement #Financial Planning #Florida #401k #Money #Investing #Athenian #MBA #Entrepreneur #IRA

所有剧集

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Ep 20: Going Against the Grain 19:41

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Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry. Join us on today’s episode to learn more about these topics: ·· What is the appropriate amount of risk for a retiree? (2:58) · Here are different ways you can use life insurance throughout your life. (5:34) · Is there such a thing as good debt? (8:13) · Is an annuity right for you? Find out here. ( 12:04) Donate to the Florida Disaster Fund: www.Floridadisasterfund.org https://www.volunteerflorida.org For more, visit us online: https://theaudibleadvisor.com/ Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

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Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Having satisfaction in retirement could mean many things. What it really boils down to is needing to take the proper steps to prepare yourself, so you enter into retirement confident and at ease. Join us on today’s episode to learn more about these topics: · The mindset shift that could help you to have peace of mind in retirement. (1:47) · Here are ways you can diversify your income to give you a supplement to your retirement. (3:40) · How to gain confidence in your retirement plan. (4:49) · Why you need to account for future healthcare costs. (7:36) For more, visit us online: https://theaudibleadvisor.com/ Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

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