Tag: Retirement Income Planning

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Overcoming Financial Hurdles and Other Lessons From My Father (Ep. 28)

Overcoming Financial Hurdles and Other Lessons From My Father (Ep. 28)

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Unlock the ‘Charles Ramsey method’ for tax planning and learn how it can help you avoid the number one wealth killer: taxes. 

Brett Ramsey welcomes his father, Charles Ramsey, to share vital lessons in tax and financial planning. Charles Ramsey, a retired president of the Commercial Tire division and a seasoned CPA, offers a treasure trove of wisdom that applies to anyone planning for retirement. 

Key episode discussions include:

  • Why having a margin in your financial life is crucial and how small extras can add up
  • Why taxes are the number one wealth killer and how to manage them effectively to retain more of your earnings
  • The importance of liquidity in your retirement accounts to avoid selling assets at unfavorable times
  • Practical steps on how to use Qualified Charitable Distributions (QCDs) and other tax strategies to optimize your financial health

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

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

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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

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