Sep 25, 2023
Chris Boyd and Jeff Perry explore the all-important "Retirement Redzone." Joined by special guest Scott Birmingham CFP®, ChFC®, CDFA®, CAP®, CLU, a lead financial planner with extensive experience, the trio dissects the unique challenges and opportunities that come in the critical years leading up to retirement.
Key Takeaways:
- The Retirement Redzone Explained: Learn what the term 'Retirement Redzone' means and why these years are crucial for setting the stage for a financially stable retirement.
- Seminar Insights: Chris, Jeff, and Scott discuss the highlights from their recent seminar on the Retirement Redzone, sharing key takeaways, audience questions, and actionable advice.
- Investment Strategies: Scott Birmingham offers expert recommendations on how to optimize your investment portfolio during the red zone years, balancing between risk and security.
- Tax Planning: The importance of tax-efficient strategies as you approach retirement and how the choices you make now can affect your long-term financial health.
- Social Security & Medicare: Understand how these pillars of retirement intersect with your personal savings and investment plans and how to make the most of them.
- Quality of Life Factors: The episode also covers the non-financial aspects of entering the Retirement Redzone, such as considering where to live, healthcare decisions, and mental preparation for this new phase in life.
Why You Should Listen:
If you are entering or are close to joining the Retirement Redzone, this episode is essential listening. With its blend of expert insights, practical advice, and attention to financial and quality-of-life factors, this podcast provides a comprehensive guide to navigating the years that will define your retirement experience.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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