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Ep 100: 10 Lessons From Successful Retirees

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Manage episode 361169194 series 2891513
内容由Scott Sierens提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Sierens 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

To celebrate our 100th episode of the podcast, we’re going to share 10 lessons from retirees to help you and your retirement plan. These tips will help you build wealth, reduce stress during the planning process and retire with confidence. So, whether you’re retired or not, this episode will be packed with valuable lessons for folks of all ages.

Here are a few lessons that we’ll discuss in this episode:

  • Savings rate versus return rate. (4:08)
  • Tax diversification creates flexibility and can even lower your long-term taxes. (9:59)
  • Having a purpose for your money is important for planning. (14:30)
  • Knowing your outflow can help you avoid having to adjust your lifestyle in retirement. (20:55)
  • The power of hiring a professional to help you with your financial plan. (29:18)

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

  continue reading

149集单集

Artwork
icon分享
 
Manage episode 361169194 series 2891513
内容由Scott Sierens提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Sierens 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

To celebrate our 100th episode of the podcast, we’re going to share 10 lessons from retirees to help you and your retirement plan. These tips will help you build wealth, reduce stress during the planning process and retire with confidence. So, whether you’re retired or not, this episode will be packed with valuable lessons for folks of all ages.

Here are a few lessons that we’ll discuss in this episode:

  • Savings rate versus return rate. (4:08)
  • Tax diversification creates flexibility and can even lower your long-term taxes. (9:59)
  • Having a purpose for your money is important for planning. (14:30)
  • Knowing your outflow can help you avoid having to adjust your lifestyle in retirement. (20:55)
  • The power of hiring a professional to help you with your financial plan. (29:18)

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

  continue reading

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