How to Put Yourself in the Best Position in Retirement
Walter Storholt • September 26, 2024
Once you reach retirement, how do you know whether you’re doing everything you can to succeed? There are specific questions you can ask and we will address some of those key topics in this episode. We explore things like annuities, tax efficiency, Social Security, inflation protection, and estate planning to make sure you know you’re in the best position for retirement.
Retirement planning is multifaceted and requires a thorough understanding of various financial tools and strategies, and we hope this conversation helps you navigate this complex landscape. Whether you're just entering retirement or looking to optimize your current plan, these insights can guide you toward a financially secure future.
Here’s some of what we cover in this episode:
- How do you know if you should buy an annuity for retirement income?
- How do you know how to balance saving for retirement and other financial goals?
- How do you know if your retirement plan is tax-efficient?
- How do you know how to protect your retirement savings from inflation?
- How do you know if you need a trust or an estate plan?
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Retirees face serious financial temptations that can jeopardize their future, but there are smart ways to avoid them.
In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
