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Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. The five truths we share today apply to everyone planning for retirement. If you make sure you are aware of these and address them within your plan, you'll avoid the issues that these things could create for you in retirement.
Here's some of what we discuss in this episode:
0:00 – Intro
3:03 – Long term care
5:03 – You can't time the market
7:49 – Our longevity is an unknown
10:20 – Tax implications matter
14:06 – Estate planning isn't just for the wealth
17:58 – Two-minute drill
Get in touch:
Phone: 661-775-3704
Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM
By John MearsRetirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. The five truths we share today apply to everyone planning for retirement. If you make sure you are aware of these and address them within your plan, you'll avoid the issues that these things could create for you in retirement.
Here's some of what we discuss in this episode:
0:00 – Intro
3:03 – Long term care
5:03 – You can't time the market
7:49 – Our longevity is an unknown
10:20 – Tax implications matter
14:06 – Estate planning isn't just for the wealth
17:58 – Two-minute drill
Get in touch:
Phone: 661-775-3704
Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM