The Holland Group Retirement Wealth Advisors' Podcast

Building Your Financial Fortress


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This episode of Retirement Success with Steve and Elizabeth Holland and Todd MJ Schnitt provides a guide to constructing a comprehensive "Financial Fortress" to protect your life savings from common financial dangers, including market crashes, soaring healthcare costs, and unexpected tax burdens.Key Segments:
  • Why the old playbook for retirement no longer works and the secret to an Income-First strategy.
  • The single reason you may pay a higher tax rate in retirement than you did while working.
  • Why you need a 12 to 18-month cash buffer and how to get guaranteed income now while interest rates are still favorable.
  • How to build a "Health Care Moat" to protect your nest egg from America’s number one budget killer.
  • The essential legal step that can save your family from probate costs and fighting over your estate.
Contact The Holland Group Retirement Wealth Advisors for a complimentary, no-obligation review by calling (727) 295-3451, or visit AskTheHollands.com to schedule a discovery call at your convenience.
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The Holland Group Retirement Wealth Advisors' PodcastBy "Retirement Success!" Podcast