Retire Your Way with Ben Heizer

2022 will present some challenges such as inflation and possibly higher interest rates.  That’s why our retirement plans need to be robust as we meet those challenges head on.  Ben Heizer gives us some things to consider such as tools and strategies to consider to help against inflation, higher interest rates, and possible slower economic growth.  He also presents options and strategies to build income streams in retirement and tips to boost your retirement nest egg.

You can reach Ben Heizer at Heizer Financial Group buy calling 800-491-9401.

Heizer Financial Group

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Rising inflation and market volatility continue to be a concern.  Part of the discussion centers around the importance of considering the effect of the stock market on your retirement savings.  Ben also offers ideas and strategies to maximize your 401(k) and outline some important decisions you’ll face related to your spending and income sources in retirement.

You can reach Ben Heizer at Heizer Financial Group by calling 800-491-9401.

Heizer Financial Group

See omnystudio.com/listener for privacy information.

Retirement risk worries loom large as we face inflation and uncertainty in the markets.  Ben Heizer covers what should be considered in safeguarding your retirement.  He also outlines some good proactive strategies that can help in securing as tax free a retirement as possible and Ben goes over some commonly asked questions financial professionals get from their clients.

You can reach Ben Heizer by calling 800-491-9401.

Heizer Financial Group

There are pros and cons of working in retirement.  Ethan and Doug discuss some of the benefits and drawbacks of making that decision.  They also point out some important things to consider before and during retirement to keep your plan strong.  Finally, the guys explain some changes and proposed changes for Social Security in 2022.

You can reach Ben by calling 800-491-9401.

Heizer Financial Group

Planning for today's retirees involves looking at possible tax changes in the future.  Ben discusses how much of your retirement income will be taxable and proactive strategies to help.  Safety in your financial red zone and retirement years is also part of the discussion as well as steps you should not put off in your retirement planning.

You can reach Ben Heizer by calling 800-491-9401.

Heizer Financial Group

What are retirement strategies that are somewhat outdated today?  Ben Heizer covers how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks.  He also covers some retirement changes on the horizon for 2022 and warns of the potential risks such as longevity, sequence of returns, and long-term care.  There are solutions and they're discussed here.

You can reach Ben Heizer by calling 800-491-9401 or by visiting the website below.

Heizer Financial Group

What are retirement strategies that are somewhat outdated today?  Ben Heizer covers how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks.  He also covers some retirement changes on the horizon for 2022 and warns of the potential risks such as longevity, sequence of returns, and long-term care.  There are solutions and they're discussed here.

You can reach Ben Heizer by calling 800-491-9401 or by visiting the website below.

Heizer Financial Group

Proper withdrawal strategies in retirement opens the conversation in this podcast.  Ben discusses what savings vehicles you should look at in withdrawals and in what order to put those.   Ben also covers red flags that would indicate your current plan is needs a second opinion.  He then moves into tips on building confidence in your spending in retirement.

Heizer Financial Group

(800) 491-9401

Inflation.  We're feeling it now.  Ben Heizer identifies the problems of inflation in retirement and offers strategies to have in place to make sure your retirement factors in inflation throughout your retirement.   He also explains how he can run your portfolio through a stress test to identify areas that need improvement especially given the fact that people are living longer in retirement now.

(800) 491-9401

Heizer Financial Group

Ben Heizer looks at how to protect your retirement plan if the market goes bonkers, "whoops" or "uh-oh."  He'll also run through what choices you have if you leave an old job and have a 401(k).  Fall is the time for football, falling leaves, pumpkin spice everything and, reviewing your retirement and income plan.  Eric will take you through what you need to know and much more on this week's show!

Call or text Ben and his team at 800-491-9401 or visit his website https://www.heizerfinancial.com/