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  • No Mulligans/Do-overs in Retirement Planning
    2024/04/13

    On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years.

    If you have any questions call Nathan Fort 800-890-5008 or click here to visit our website.

    Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy

    See omnystudio.com/listener for privacy information.

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    53 分
  • Retirement Planning Concerns that Matter
    2024/03/29

    On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes.

    If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

    Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

    See omnystudio.com/listener for privacy information.

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    52 分
  • Are You Ready to Retire Early? Do You Even Know if You Can?
    2024/03/16

    Are You Ready to Retire Early? Do You Even Know if You Can?

    On this week’s show we discuss retiring early and what it will take before you pull the trigger. Making your money last through your retirement is the goal, and having a customized retirement plan can guide you. We will also tackle some real tough questions that many don’t want to tackle.

    If you have any questions about your own retirement call Nathan Fort 800-890-5008 or click here to visit our website.

    Retirement, Plan, Save, 401K, Roth, Taxes, Healthcare

    See omnystudio.com/listener for privacy information.

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    51 分
  • Retirement is all About Change, are you Ready?
    2024/01/27

    On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement.

    Exchanging risk in return for income is a goal in retirement and we will dive into this subject answering the key questions.

    If you have any questions concerning your retirement call Nathan Fort 800-890-5008.

    Retirement, Risk, Planning, Taxes, Saving, 401K, Roth

    See omnystudio.com/listener for privacy information.

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    52 分
  • New Years Financial Resolutions
    2024/01/12

    On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us.

    If you have any questions call Nathan Fort 800-890-5008.

    Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes

    See omnystudio.com/listener for privacy information.

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    51 分
  • Getting Ready a New Year When it Comes to Your Retirement Plan
    2023/12/15

    On this week’s show we give you simple steps to prepare for the new year in regards to your retirement. We get into the most important questions you need to be asking about retirement and answer them. Nest egg protection during a volatile market requires portfolio analysis and action.

    If you have any questions about your retirement scenario

    call Nathan Fort 800-890-5008.

    Planning, Retirement, Diversification, Taxes, 401K, IRA, Roth

    See omnystudio.com/listener for privacy information.

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    52 分
  • Generating Income in Retirement
    2023/11/10

    On today’s show you’re 10 years out from retirement and planning for retirement is vital. We have financial red zone tips on today’s show. When do you withdraw from your retirement accounts and in what order? We will discuss some winning moves as well as moves to avoid. Also Retirement questions a comprehensive plan will answer.

    If you have any questions around your retirement call Nathan Fort 800-890-5008.

    Retirement, Income, Taxes, Roth, 401K, Planning, Insurance

    See omnystudio.com/listener for privacy information.

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    53 分
  • Financial Stability in Retirement
    2023/10/13

    On this week’s show we dive into a recent Northwestern Mutual Study on Financial instability. We will offer up a few tips so you can retire with confidence. Scams are seemingly every where and they tend to target our older age groups that are already in retirement. We will identify the latest 3 layer scam today that has been causing headaches for many. We will also give you some proven practices that will help you save even more for your golden years.

    If you have any questions concerning your retirement call Nathan Fort 800-890-5008.

    Retire, Savings, Roth, TSP, 401K, Planning, Taxes, 403B

    See omnystudio.com/listener for privacy information.

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    52 分