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
- The Retirement
Redzone Explained: Learn what the term 'Retirement Redzone' means and why
these years are crucial for setting the stage for a financially
Insights: Chris, Jeff, and Scott discuss the highlights from
their recent seminar on the Retirement Redzone, sharing key
takeaways, audience questions, and actionable advice.
Strategies: Scott Birmingham offers expert recommendations on how
to optimize your investment portfolio during the red zone years,
balancing between risk and security.
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
Why You Should
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
Something More with Chris