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3 Essential Questions to Determine Your Retirement Readiness
In this episode, financial advisors and retirement planning experts Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the key elements of determining retirement readiness. They highlight the importance of answering three critical questions: Do you know where your retirement paycheck is coming from? Can you handle a market downturn without losing sleep? Do you have a written financial plan? The hosts share practical advice and insights into creating a sustainable retirement plan, including the significance of income planning, stress-testing your portfolio, and the value of having a written plan to navigate healthcare, taxes, and long-term care costs. They also discuss the emotional and social aspects of retirement, such as maintaining life satisfaction through social meals.
http://retirewithmartin.com/ <- Learn about working with us
www.planwellretirehappy.com
00:00 Introduction to Retirement Readiness
01:10 Meet Your Hosts: Jim and Casey
01:44 The Importance of Social Connections
03:56 Question 1: Knowing Your Retirement Paycheck
05:57 Question 2: Handling Market Downturns
09:47 Question 3: Having a Written Plan
14:13 The Role of a Financial Advisor
17:20 Conclusion and Final Thoughts
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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By Jim Martin RFC & Casey Bibb, FPQPIn this episode, financial advisors and retirement planning experts Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the key elements of determining retirement readiness. They highlight the importance of answering three critical questions: Do you know where your retirement paycheck is coming from? Can you handle a market downturn without losing sleep? Do you have a written financial plan? The hosts share practical advice and insights into creating a sustainable retirement plan, including the significance of income planning, stress-testing your portfolio, and the value of having a written plan to navigate healthcare, taxes, and long-term care costs. They also discuss the emotional and social aspects of retirement, such as maintaining life satisfaction through social meals.
http://retirewithmartin.com/ <- Learn about working with us
www.planwellretirehappy.com
00:00 Introduction to Retirement Readiness
01:10 Meet Your Hosts: Jim and Casey
01:44 The Importance of Social Connections
03:56 Question 1: Knowing Your Retirement Paycheck
05:57 Question 2: Handling Market Downturns
09:47 Question 3: Having a Written Plan
14:13 The Role of a Financial Advisor
17:20 Conclusion and Final Thoughts
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.