Tag: Money Management

Feature Image
Unveiling the Retirement Journey of John and Mary (Ep. 18)

Unveiling the Retirement Journey of John and Mary (Ep. 18)

By |

Join us as we unravel the remarkable story of John and Mary, two individuals who defied retirement uncertainties and crafted a successful roadmap for their future.

In this episode, John and Mary, who initially found themselves uncertain about their retirement plans, shed light on their experiences and how they overcame unexpected hurdles. 

Here’s what you can expect from this episode:

  • Practical strategies for adapting to changing retirement benefits and how to take control of your financial future
  • The importance of consolidating and managing retirement funds from various sources effectively
  • Valuable tips on navigating complex estate settlements and optimizing your inherited assets
  • The significance of diversification in retirement planning and how it can lead to long-term financial stability
  • And more!

Resources:

 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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS

Feature Image
Planning Your Retirement with The Income Conductor Tool (Ep. 16)

Planning Your Retirement with The Income Conductor Tool (Ep. 16)

By |

As someone approaches retirement, you may be worried about how to make your savings last for the long haul. 

It’s a common concern, but fortunately, there’s a tool that can help: The Income Conductor.

In our latest podcast episode, we dive into retirement income planning and how The Income Conductor can help you make the most of your golden years. 

We understand that everyone’s retirement goals and financial situations are unique, so we’ll guide you through mapping out a personalized plan for your retirement.

Using The Income Conductor, you can visualize each year of your retirement and split your money into different time segments. This will help you create a plan that ensures you won’t run out of money and can continue enjoying your retirement to the fullest.

During this episode, we’ll help you better understand retirement income planning, including:

  • When to start drawing money out of your savings and how to replenish it
  • How to split your money into different time segments using The Income Conductor
  • The importance of later money and how it can continue to grow even as you take it out
  • How to use The Income Conductor to create a plan that will make your money last throughout your retirement
  • And more

 

Resources:

 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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS

Archives

Categories