On this episode, Nathan discusses the impact of tariffs on retirement planning, debunking common myths and emphasizing the importance of having a clear financial strategy. They explore the benefits of Index Universal Life Insurance (IUL) as a tax-advantaged savings vehicle and discuss the role of annuities in providing guaranteed income for retirement. 

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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Coming up on Retire Fit Radio today we're breaking down five major economic headlines and more importantly, what you can do to protect your financial future.

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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On this edition of Retire Fit Radio with Nathan Fort: Retirement is a big life change. Some people celebrate it with excitement, while others find it a little challenging once their careers come to an end. Like many major transitions, it takes time to get used to, but little preparation can make a big difference.

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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The big question everyone asks about retirement is what's your number? How much do you really need before you can say goodbye to the nine to five grind?

Well, here's the truth. It depends. The good news, we've got strategies to help on today's show.

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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Retire Fit Radio: Today, let's explore behavioral finance, what it is, and how understanding it can help as you approach retirement in an easy to follow way. 

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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Coming up, one of the world's leading investment banks just dropped five critical concerns that retirees are going to face in 2025. Stick with us as we reveal each one and tell you exactly how to tackle all of them.

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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Coming up on this edition of Retire Fit Radio: President-elect Donald Trump's second term is raising questions about how his administration might impact retirement savings. Financial planners are already working with their clients to make sense of potential changes. New tax policies, market trends and economic forecasts all should be considered when planning for retirement. Today, we'll explore ways to navigate retirement in 2025.

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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Coming up today on Retire Fit Radio, we're tackling a question that's probably crossed all of our minds at some point. Can you really retire in three years or less? I know it sounds crazy, but for some folks, it's totally doable. We're gonna break down the key things you need to consider if early retirement is your goal.

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years. 

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes.

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

See omnystudio.com/listener for privacy information.