The Puzzle Retirement Metaphor MoneyMattersUSA® With Fred Saide podcast

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内容由Broadcasting Experts, LLC and Fred Saide提供。所有播客内容（包括剧集、图形和播客描述）均由 Broadcasting Experts, LLC and Fred Saide 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

MoneyMattersUSA® with Fred Saide « »
The Puzzle Retirement Metaphor

3M ago 43:35

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内容由Broadcasting Experts, LLC and Fred Saide提供。所有播客内容（包括剧集、图形和播客描述）均由 Broadcasting Experts, LLC and Fred Saide 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

In Episode 158, Fred Saide points out that retirement planning is like piecing together a complex puzzle, with each piece being crucial for a secure future. One approach to retirement planning is goals-based retirement planning, where the focus is on creating and achieving realistic goals before discussing income and money. Maximizing social security and identifying other sources of income, such as pensions, annuities, and investments, is important. Savings should be balanced with liquidity, and budgeting and expense management are essential. Health care and long-term care should also be considered, as well as estate planning and tax planning. Hear more in the podcast and Fred’s answer to another Stump the Guru question.

Reach Fred at 479-935-9767.

Money Matters USA

See omnystudio.com/listener for privacy information.

… continue reading

101集单集

Artwork

The Puzzle Retirement Metaphor

MoneyMattersUSA® with Fred Saide

published 3M ago

分享

MP3•单集首页

内容由Broadcasting Experts, LLC and Fred Saide提供。所有播客内容（包括剧集、图形和播客描述）均由 Broadcasting Experts, LLC and Fred Saide 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

In Episode 158, Fred Saide points out that retirement planning is like piecing together a complex puzzle, with each piece being crucial for a secure future. One approach to retirement planning is goals-based retirement planning, where the focus is on creating and achieving realistic goals before discussing income and money. Maximizing social security and identifying other sources of income, such as pensions, annuities, and investments, is important. Savings should be balanced with liquidity, and budgeting and expense management are essential. Health care and long-term care should also be considered, as well as estate planning and tax planning. Hear more in the podcast and Fred’s answer to another Stump the Guru question.

Reach Fred at 479-935-9767.

Money Matters USA

See omnystudio.com/listener for privacy information.

… continue reading

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