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Making Large Purchases in Retirement - Season 2, Episode 11
Manage episode 420561677 series 3303855
Вміст надано 210 Financial. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією 210 Financial 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.
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all?
In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our retirement plan.
You won’t want to miss this one!
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210 Wealth Management, Inc., d/b/a 210 Financial, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. 210 Financial, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Insurance products are offered through 210 Financial, Inc. d/b/a 210 Financial.
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