Secure Your Retirement

Considering Retirement Planning Goals


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In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential aspects of setting your retirement planning goals to ensure you're not only prepared but also confident in your transition into retirement. Whether you are five to ten years out or already retired, having a clear retirement planning checklist is crucial to help you address areas like financial goal planning, lifestyle desires, and family considerations. They share real-life experiences of how thoughtful preparation helps people retire comfortably and why retirement planning is important for creating peace of mind.

Listen in to learn about the different categories of financial planning for retirement, from understanding retirement income sources to preparing for healthcare costs and legacy planning. Radon and Murs cover practical strategies to help you navigate questions like how to retire early, how to manage taxes, and what steps are needed to support both your family and business as you plan for retirement. Whether you're seeking clarity on your next move or aiming to build confidence in your retirement future, this episode will guide you through the process of securing your retirement with purpose.

Listen in to learn about:

·      How to clarify retirement planning goals and gain confidence in your financial future.

·      Important considerations for retirement planning for families, like funding weddings or creating lasting memories.

·      What retirement planning for business owners looks like and how to prepare for selling a business or transitioning.

·      Why tax planning for retirement needs to happen early and strategies to reduce tax burdens.

·      How to approach estate planning for retirement, ensuring your loved ones and charitable goals are properly protected.

Tweetable Quotes:

·      "When you plan ahead, retirement becomes something you get to enjoy on your own terms, with confidence." – Radon Stancil

·      "Understanding your retirement income sources and goals gives you the power to retire comfortably." – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

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Secure Your RetirementBy Radon Stancil, CFP® & Murs Tariq, CFP®

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