In this Episode of the Secure Your Retirement Podcast, Radon and Murs highlight some different episodes throughout 2023. These episodes’ topics are significant resources for retirement planning and would greatly help if you went back and listened.

Listen in to learn the different episodes with information about what you need in retirement, including a power of attorney, estate planning, retirement income strategies, and more. You will also learn about the episodes on long-term care planning options, plus the basics of continuing care retirement community (CCRC).

In this episode, find out:

• Episode 193 – the elements we discuss to help you navigate the decision to retire now or work longer.
• Episode 197 – understanding the power of attorney and why you need it in retirement.
• Episode 201 – an interview with our partner on things to think about when it comes to a trust.
• Episode 204 – an interview with a consultant about social security spousal benefits in retirement.
• Episode 208 – maximizing tax benefits by bunching charitable contributions strategy.
• Episode 217 – how to create an income in retirement by restructuring assets and buckets strategies.
• Episode 219 – things to consider when choosing to do CDs or annuities.
• Episode 224 – understanding long-term care planning options in retirement.
• Episode 223 – protecting against cybersecurity threats and why the episode is super important.
• Episode 226 – we walk you through our integrated wealth experience in retirement strategies.
• Episode 231 – an interview with our in-house taxation expert on how social security taxation works.
• Episode 234 – an interview with an IRA expert to help you understand the Roth IRA: 5-year rule.
• Episodes 236 & 238 – an interview about continuing care retirement community (CCRC) basics.
• Episode 235 – the art of a Risk-adjusted Portfolio in Retirement with four major elements.
• Episode 239 – an interview with our partner around simplified estate planning in retirement.

Tweetable Quotes:

• “If you’re concerned about long-term care and don’t know what to do and which direction to go in, episode 224 could be a good starting point for you.”- Murs Tariq
• “If you’re taking social security and just want to understand how it works or you’re trying to plan for when you take social security, episode 231 is a great episode to go back and listen through.”- Radon Stancil

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, simply visit POMWealth.net/podcast.