How One Overlooked Issue Can Sink Your Retirement
Feb 22, 2024
Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.
We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.
Also, stay tuned until the end to see the debut of Riverbank Riches, a segment where Desmond will respond to a viral financial clip to add perspective and insight you won’t find on social media.
Here’s some of what we cover in this episode:
- Longevity risk and how life expectancy factors into retirement planning.
- Investment strategies to keep pace with, or beat, inflation.
- The importance of considering long-term care costs in retirement planning.
- The potential impact of market volatility on retirement savings
- The impact of potential tax increases on retirement income.
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Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.
We wanted to bring on someone who is as tapped into what’s happening in the economy as anyone we know. Matt Heimann, CFA, is the Director of Asset Management at CreativeOne Wealth and he has a deep analytical expertise in building asset allocations and populating investment models.
