Secure Your Retirement

Planning for Retirement - How the Process Works, Part 3


Listen Later

Do you need help planning your finances for long-term care?

In the third installment of the Retirement in Action mini-series, we return to our roleplay with Radon, Murs, and Morgan to help you know what to expect when financially planning your retirement.

This episode highlights how some typical retiree concerns, including long-term care planning, will be addressed in your financial retirement plan. We also discuss the process of finding the risk tolerance level that you’re happy with to manage your investment portfolio.

To listen to this mini-series from the beginning, please listen to episode eight of the Secure Your Retirement podcast, ‘Planning for Retirement – How the Process Works, Part 1’.

If you missed part two, please listen to episode ten of the Secure Your Retirement podcast, ‘Planning for Retirement – How the Process Works, Part 2’.

In this episode, find out:

  • How you can start to prepare financially for long-term care
  • Why it’s necessary to have a good estate plan
  • How to find out what your risk tolerance is
  • How to a financial planner can help you to manage risk in your investment portfolio

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, visit POMWealth.net/podcast.

To receive our free book, Get Off the Retirement Rollercoaster, leave this podcast a 5-star rating review on Apple Podcasts and send a screenshot to morgan.

...more
View all episodesView all episodes
Download on the App Store

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

  • 5
  • 5
  • 5
  • 5
  • 5

5

240 ratings


More shows like Secure Your Retirement

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,941 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

442 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,302 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

453 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

536 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

746 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

546 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

677 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

583 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

818 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

569 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

147 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

947 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners