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What Issues in Retirement Should I Consider at The Start of the Year
Manage episode 458169358 series 2810299
Вміст надано Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss how to approach the start of 2025 with clarity and purpose. They introduce a detailed checklist to help you organize and plan various aspects of your life, including cash flow management, estate planning updates, tax considerations, and more. This isn’t just about setting New Year financial goals or resolutions; it’s about preparing comprehensively to ensure smoother transitions and better decision-making throughout the year. They also share practical steps for managing both personal and financial priorities effectively.
Listen in to learn about actionable steps you can take now to set yourself up for success in 2025. From evaluating long-term care insurance options to reviewing retirement planning strategies, this episode is packed with valuable insights. Don’t miss the opportunity to access their checklist, which will guide you through every category you should be thinking about as the new year begins.
In this episode, find out:
· How to evaluate cash flow management and align your goals for the year.
· The importance of reviewing estate planning updates to ensure everything is up-to-date.
· Why assessing your investment risk is crucial as you plan for retirement.
· Key tax strategies like Roth IRA conversion benefits and contribution limits.
· Tips on when to consider long-term care insurance review and its advantages.
Tweetable Quotes:
· "The more we’re prepared, the smoother things usually go." – Radon Stancil
· "Understanding what’s coming in and what’s going out is the foundation of good financial health." – Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
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