Tag: Financial Strategies

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Navigating Retirement: Real Stories and Practical Tips with Ken and Tami Maynard (Ep. 33)

Navigating Retirement: Real Stories and Practical Tips with Ken and Tami Maynard (Ep. 33)

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What do a disrupted lacrosse schedule and retirement planning have in common? 

Flexibility.

In this episode of Handcrafting Your Retirement, Brett Ramsey discusses the art of adapting retirement plans with Ken and Tami Maynard, long-time clients who’ve been on the journey to retirement with Brett’s guidance. The conversation provides listeners with insights into why having a personalized, adaptable plan is crucial as life throws its curveballs.

Brett chats with Ken, a dedicated family physician, and Tami, a vibrant stay-at-home mom involved in community activities. They unpack the complexities of retirement planning, including how Ken’s multiple work engagements and their age difference pose unique challenges.

They discuss:

  • A travel story from New Jersey and how it highlights planning flexibility
  • Ken and Tami’s story of adapting retirement plans
  • Navigating complex decisions like Medicare and Social Security
  • The importance of a methodical and personalized approach to retirement planning
  • And more!

 Connect with Brett Ramsey:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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How Can Retirement Planning Help You Overcome Unexpected Life Changes? with Davida Hutson (Ep. 19)

How Can Retirement Planning Help You Overcome Unexpected Life Changes? with Davida Hutson (Ep. 19)

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Retirement planning is a crucial aspect of our financial well-being that often goes overlooked until it becomes a pressing reality. 

Therefore, It is crucial to listen and learn from experiences to enjoy this life phase in a relaxed and stress-free manner.

In this episode, Brett Ramsey is joined by Davida Hutson, a retiree who shares her story of unexpected widowhood and the importance of retirement planning. They emphasize the need for organizing your finances, the challenges of estate planning, and the importance of diversification. Additionally, Brett and Davida touch on the importance of taking the first step toward retirement planning and seeking professional advice. 

They discuss: 

  • A personal story of Brett moving his daughter’s couch into her apartment and how it relates to retirement planning
  • Davida’s story of unexpected widowhood and how it led her to attend Brett’s retirement class
  • Davida’s experience of inheriting a diverse portfolio of assets from her parents and the challenges she faced in organizing and distributing them fairly
  • The importance of organizing financial documents and creating a family love letter to ensure that assets are distributed according to the wishes of the deceased
  • The importance of diversification and not getting stuck on one asset
  • Davida’s new hobbies and activities to fill her time during retirement
  • And more!

 

 Connect with Brett Ramsey:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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