Mark Henry covers some of the long-standing retirement rules in a conversation on how they have withstood the test of time and if and how they may need to be adjusted.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

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Mark Henry discusses the need to be prepared for the “curveballs” retirement can throw at you such as financial instability, healthcare and long-term care costs, taxes, inflation, and estate planning oversights.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark Henry discusses the critical aspects of financial planning, emphasizing the importance of understanding risk, the necessity of personalized strategies, and the significance of asking the right questions when selecting a financial advisor.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

See omnystudio.com/listener for privacy information.

Mark Henry explains why good retirement strategies beat luck and hope in areas of proper retirement investment, planning for longevity, taxes, risk management, and income diversification.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark Henry discusses the complexities of transitioning into retirement, emphasizing the importance of income planning, the emotional and social aspects of leaving the workforce, and the need for a strategic approach to financial planning. He highlights that retirement is not just about financial stability but also about redefining one's identity and purpose beyond work.  The discussion also touches on the significance of planning for longevity.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark explores the concept of 'No Bad Days' in retirement, inspired by the story of Navy SEAL Jason Redman, who overcame severe injuries and defined a bad day as one that leaves permanent scars. The conversation encourages listeners to prepare for their financial future and to find purpose in their retirement years.

Reach Alloy Wealth Management at 800501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark Henry highlights the significance of tax strategies, particularly Roth conversions, in ensuring financial stability during retirement.  He also discusses the importance of strategic tax planning for retirement, emphasizing the need for working with a fiduciary advisor who specializes in advanced tax planning.  He highlights the potential tax implications of retirement accounts and the urgency of taking advantage of current tax laws.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

See omnystudio.com/listener for privacy information.

In this episode of Living Large Radio, Mark Henry discusses the complexities of retirement planning, emphasizing the importance of having a reliable income stream, understanding the implications of losing a paycheck, and the need for a sense of purpose post-retirement.

 Reach Alloy Wealth Managements at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark tackles the challenges faced by retirees in using hypothetical case studies in stresses the need for building income and knowing your risk level.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark uses the examples of real people to define the different retirement types.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

See omnystudio.com/listener for privacy information.