Discover the essential steps for a successful retirement on the latest episode of "The Golden Life" podcast with hosts Andrew and Mo. Listen as Andrew and Mo focus on retirement planning for individuals who are 5-10 years away from this significant life transition. Uncover valuable insights on financial preparation, lifestyle adjustments, and finding fulfillment in retirement. Tune in to gain expert advice and actionable strategies for a golden future.

Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.

On today’s show Andrew and Mo discuss

If you’re nearing retirement, you may wonder what the best retirement income investment is and how you’ll turn your savings into income. There are many factors to consider when choosing retirement investments, including retirement age, savings amount and risk tolerance. Also, how to protect your nest egg during high inflation and raising interest rates

Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.

On today’s show Andrew and Mo discuss :

Strategies to maximizing our savings and continue to grow the nest egg and a lesson on the Fed and what they do

Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.

On today’s show Andrew and Mo discus:

That saving for retirement is simple but not easy. Simple because all we have to do is save money. Not easy because it can seem overwhelming. We’ve put together some simple tips that can make a big difference in your retirement and how a solid distribution strategy is so important  

Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.

On today’s show Andrew and Mo discuss :

How saving early and often can lead to a successful retirement. It sounds simple but it’s not easy. In addition, we’ve got some jaw dropping retirement stats…some good and some not so good.

Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.

On today’s show Andrew and Mo discuss:

One of the biggest fears in retirement is running out of money. The good news is there are strategies available to help you get guaranteed income in retirement. The most effective guaranteed income streams are launched well before retirement age. In addition, a startling new study of Americans saving habits

Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.

On today’s show Andrew and Mo discuss: 

The year saw record breaking inflation combined with volatile markets has many of us looking at our 401(k) and wondering what can I do? Turns out the IRS and the passing of SECURE Act 2.0 has opened at least five ways for us to perhaps recover some losses and may give you a chance to capitalize on the upswing of the market. Also, Annuities can be a smart investment – for the right person under the right circumstances. They are neither a financial cure-all nor an investment that should be viewed as taboo.

 Reach out to Andrew and Mo a t800-419-6164 or

https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.

On today’s show Andrew and Mo discuss :

RMD’s to potential taxes on Social Security can really stress your retirement nest egg. Today, we tackle it head on and offer some suggestions on how to minimize them. Also, some key dates and milestones you’ll need to keep in mind as you enter retirement

Reach out to Andrew and Mo at 800-757-6062. or.

https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

On today's show Andrew and Mo discuss how taxes could potentially take a bite out of your retirement savings. Also, they'll make sure you're up to speed on the SECURE ACT 2.0

Reach out to Andrew and Mo at 800- 419-6164 or  https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.

On today's show Andrew and Mo review The SECURE Act 2.0 which  was signed just before the New Year, bringing big changes for folks from every phase and stage of their retirement planning journey. Just in case you missed the game… don’t worry because we’ve got the highlights for you. Also,

A brand-new year marks a fresh new beginning. With the New Year comes new resolutions to work out, save money, quit smoking, lose weight, get a raise or promotion... and the list goes on from there. Yet around 75% of New Year’s resolutions are abandoned by February. 

The best way to prevent this phenomenon of resolution fatigue is by using a systematic approach and with that in mind, let’s start with a 2023 financial planning checklist.

Reach out to Andrew and Mo at 800-419-6164  or https://www.assetmg-inc.com/

See omnystudio.com/listener for privacy information.