Retiring Right!

A continuation of a prior episode to piggyback on the conversation we had about these commonplace retirement accounts and how, looking through a tax-focused lens, they impact your overall retirement income. You can give away tens of thousands or even hundreds of thousands of dollars to your "Silent Partner" - The Government!

We can give you sound tax-strategies to reduce or eliminate your taxes in retirement so that you get to keep most or all of your money when you need it most!

You can live the retirement of your dreams! It just takes the right plan and sticking to that plan!

As always, I'd advise you to reach out to myself or another trained professional to "take you by the hand" and show you how to get there.

Not only can you retire (even if you're behind), but you can even Retire Right!!!

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

[email protected]

(904) 657-0896

For more information contact us at: [email protected] or call us : (904) 657-0896.

I am always here to help!

Let's get you Retiring Right!

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#retiringright #retirement #financialfreedom #financialplanning #retire #financialindependence #familytreefinancialgroup

In today's message - Choices (Part 1) I wanted to introduce the reality that with retirement planning there are so many choices to make! You have to make important choices regarding where to live, whether or not to "down-size", how much to save, where to save it, at what age to retire, at what age to begin Social Security, how to take money out of your traditional retirement accounts, choices regarding your health and well-being, how to have balance enough to enjoy the retirement life that you've always dreamt of!

You can live the retirement of your dreams! That's another choice!

Then, I'd advise you to reach out to myself or another trained professional to "take you by the hand" and show you how to get there.

Not only can you retire (even if you're behind), but you can even Retire Right!!!

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

[email protected]

(904) 657-0896

For more information contact us at: [email protected] or call us : (904) 657-0896.

I am always here to help!

Let's get you Retiring Right!

Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!

https://podcasters.spotify.com/pod/show/jeff-sedlitz/support

In short, today's message is - Don't let "fear" stop you from living the retirement life that you've always dreamt of!

You can live the retirement of your dreams! Make the decision to and then reach out to myself or another trained professional to "take you by the hand" and show you how to get there.

Not only can you retire (even if you're behind), but you can even Retire Right!!!

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

[email protected]

For more information contact us at: [email protected] or call us : (904) 657=0896.

We're here to help!

Let's get you Retiring Right!

Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!

https://podcasters.spotify.com/pod/show/jeff-sedlitz/support

Saving for Retirement? Want to?

Is an IRA right for you? If so, what type? Traditional IRA vs Roth IRA. What you don't know can hurt you.

Here is some useful information on the features and benefits of both Traditional and Roth IRAs. We also mention a potential Tax-Free Retirement alternative.

For more information contact us at: [email protected] or call us : (904) 657=0896.

We're here to help!

Let's get you Retiring Right!

Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!

https://podcasters.spotify.com/pod/show/jeff-sedlitz/support

Everyone should have an outlet - that thing that when they do it, they can release their energy and feel great! Outlets, hobbies, interests, passions, etc. are so important to staying fulfilled, vibrant. The other word in the title was Options. I also feel that everyone should create the option to retire for themselves. YOYO stands for You're On Your Own! Meaning if you want to have a great retirement, it's up to you to create it. The Corporate pensions are largely a thing of the past. Social Security is in terrible financial trouble. Therefore, now more than ever, Americans need to realize that the only person who can financially take care of the Retiree they hope to be, is the Pre-retiree they are today!

Retiring Right! is all about advice, strategy, techniques, common sense approaches and more. For your personal no-cost consultation call us at Family Tree Financial Group (904) 657-0896 or email us to schedule at [email protected]

Thanks for listening to this episode of Retiring Right!

As you save for the future, there are many areas where you may want to focus your attention. Most of us know about the need to grow and protect our retirement funds. This is an important consideration in making sure you have enough money to fund your retirement & not run out of money! An area that you might not have thought much about is taxes & TAX RISK.

Taxes – just like the growth of your retirement funds – can be a critical component of ensuring you have enough retirement income to fund your needs.

• Why taxes may be the biggest retirement risk you haven’t planned for

• How to identify (and eliminate) your 3 biggest retirement risks

• Key indicators that your retirement approach may be outdated

• Why today’s market requires specialized planning to meet your retirement goals

• The difference between tax deferred and tax free saving and how to know which one is right for you.

Call or email to receive a complimentary copy of The New Rules of Retirement Saving, the leading book on creating a retirement aligned with today’s market and tax realities. 

You may contact Jeff Sedlitz, LUTCF | President of Family Tree Financial Group and host of Retiring Right! at: [email protected] or (904) 657-0896.

Retiring Right is about more than money. This week's (unconfirmed) news is that 44 year old Tom Brady, QB of the Tampa Bay Bucs is retiring. For Tom it is not a financial decision. Tom and his wife have a reported net worth of around $650,000,000, give or take a dollar or two! WOW!

That's enough money to allow them to take their children to Disney World (a short drive from their Tampa home) without having to save up and plan for it like many (maybe most) families. So Tom's retirement decision is not about money or age, but "priorities" and something more important than money. That something is his family and the ability to spend time with them while he can. We all learned from the untimely passing of Kobe Bryant that nine if us are promised "tomorrow" regardless of our income or social status.

Tom acknowledged that (Kobe) publicly and wants to make sure he has time with his family now. I respect him for what he's done on the field as well as his decision to know when it's time to walk away. Now, that's what I call "Retiring Right!"

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

This episode talks a bit about 2 main areas to keep in mind when planning and structuring your retirement income. Those two things are GROWTH - of your savings, and the role TAXES can play in your retirement income and therefore quality of life in retirement.

If you have questions, would like to learn more or would like to use our team as a resource to guide you through retirement contact us at [email protected] or call us at (904) 657-0896.

If you appreciate the content being shared here and would like more of the same from us, please support us with a monthly donation and we will keep the content coming!

Thank you for your support!

And, here's to "Retiring Right!"

The first thing most people think of when the topic of retirement comes up is "money"... In this episode of "Retiring Right" we talk about non-monetary things that help to make for a great retirement. Please enjoy! 

If you appreciate the content being shared here and would like more of the same from us, please support us with a monthly donation and we will gladly keep the content coming!

Just click the link. and thank you very much for your support!: Click Here

And, here's to "Retiring Right!"

Jeff Sedlitz, LUTCF | President & CEO

Web: Family Tree Financial Group

Ph: (904) 657-0896

Email: [email protected]