• The Things You Can Control in Retirement

  • 2025/03/06
  • 再生時間： 8 分
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The Things You Can Control in Retirement

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  • In ​retirement ​planning, ​there ​are ​a ​lot ​of ​things ​that ​are ​completely ​out ​of ​your ​control. ​Fortunately, ​the ​things ​that ​you ​can ​control ​allow ​you ​to ​deal ​with ​those ​things ​that ​you ​can't. With so many variables out of our control, it’s essential to focus on what we can manage to ensure a peaceful and financially secure retirement.

    This show will cover topics like market risks, lifetime income streams, tax strategies, and the role of Social Security in a comprehensive retirement plan. Join us to discover how to create a solid financial strategy that helps give you confidence for a long retirement.

    Here’s some of what we discuss in this episode:

    • We do an analysis of your portfolio to find out how much risk you’re taking.
    • You can’t control longevity so how do you plan for income streams that will last?
    • Managing your investments to control how much you’ll be taxed in the future.
    • We want to treat Social Security as a playcheck rather than a paycheck so that you’re not really relying on it.

    Want to get in touch with Mark?

    https://retirementhuddle.com/
    mark@howardfinancialgroup.com
    888-511-7526
    続きを読む 一部表示

あらすじ・解説

In ​retirement ​planning, ​there ​are ​a ​lot ​of ​things ​that ​are ​completely ​out ​of ​your ​control. ​Fortunately, ​the ​things ​that ​you ​can ​control ​allow ​you ​to ​deal ​with ​those ​things ​that ​you ​can't. With so many variables out of our control, it’s essential to focus on what we can manage to ensure a peaceful and financially secure retirement.

This show will cover topics like market risks, lifetime income streams, tax strategies, and the role of Social Security in a comprehensive retirement plan. Join us to discover how to create a solid financial strategy that helps give you confidence for a long retirement.

Here’s some of what we discuss in this episode:

  • We do an analysis of your portfolio to find out how much risk you’re taking.
  • You can’t control longevity so how do you plan for income streams that will last?
  • Managing your investments to control how much you’ll be taxed in the future.
  • We want to treat Social Security as a playcheck rather than a paycheck so that you’re not really relying on it.

Want to get in touch with Mark?

https://retirementhuddle.com/
mark@howardfinancialgroup.com
888-511-7526
続きを読む 一部表示

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