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内容由Liz Whitteberry提供。所有播客内容(包括剧集、图形和播客描述)均由 Liz Whitteberry 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
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Retirement Income Planning 101

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Manage episode 376370106 series 3378480
内容由Liz Whitteberry提供。所有播客内容(包括剧集、图形和播客描述)均由 Liz Whitteberry 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

Are you financially prepared for retirement? Many individuals near retirement age find themselves facing uncertainty when it comes to their income plan. In this episode, we explore the importance of a well-constructed retirement income plan and why it's often overlooked.

Listen in as Liz shares insights on the complexities of retirement income planning and the dramatic shift from saving and accumulating wealth during one's working years to creating a sustainable income stream in retirement. Discover how having a well-structured retirement plan can alleviate the stress of retirement uncertainty, help you make informed decisions, and ensure you retire on your best path.
Here are the key takeaways from today’s episode:

  • Having a well-structured income plan in retirement is crucial. Without one, retirees may struggle to manage their finances effectively and enjoy their retirement years.
  • Liz emphasizes the significance of understanding your cash flow during retirement. It's crucial to track your income, expenses, and any big-ticket items to create a solid financial plan.
  • Discover the unique financial challenges and lifestyle changes during the "Go Go," "Slow Go," and "No Go" phases of retirement, and how your income needs may vary.
  • A financial advisor can help you make the most of your retirement assets, minimize taxes, and ensure your long-term financial security.

If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube

  continue reading

59集单集

Artwork
icon分享
 
Manage episode 376370106 series 3378480
内容由Liz Whitteberry提供。所有播客内容(包括剧集、图形和播客描述)均由 Liz Whitteberry 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

Are you financially prepared for retirement? Many individuals near retirement age find themselves facing uncertainty when it comes to their income plan. In this episode, we explore the importance of a well-constructed retirement income plan and why it's often overlooked.

Listen in as Liz shares insights on the complexities of retirement income planning and the dramatic shift from saving and accumulating wealth during one's working years to creating a sustainable income stream in retirement. Discover how having a well-structured retirement plan can alleviate the stress of retirement uncertainty, help you make informed decisions, and ensure you retire on your best path.
Here are the key takeaways from today’s episode:

  • Having a well-structured income plan in retirement is crucial. Without one, retirees may struggle to manage their finances effectively and enjoy their retirement years.
  • Liz emphasizes the significance of understanding your cash flow during retirement. It's crucial to track your income, expenses, and any big-ticket items to create a solid financial plan.
  • Discover the unique financial challenges and lifestyle changes during the "Go Go," "Slow Go," and "No Go" phases of retirement, and how your income needs may vary.
  • A financial advisor can help you make the most of your retirement assets, minimize taxes, and ensure your long-term financial security.

If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube

  continue reading

59集单集

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