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Should You Retire at Age 59.5?
Retirement isn’t a date on a calendar; it’s a series of evolving stages.
Robert Gilliland & Karen Heider walk through the three phases of retirement (Freedom, Stability, and Legacy) and the financial strategies that keep you confident at every step.
They share ways to:
- Maximize your Freedom Years (late 50s to early 60s) with smart withdrawal strategies, Roth conversions, and healthcare planning before Medicare kicks in
- Navigate the Stability Stage (mid-60s to mid-70s) by optimizing Social Security timing, managing taxes, and keeping your portfolio balanced.
- Enter the Legacy Phase (mid-70s and beyond) with confidence by aligning estate planning, charitable giving strategies, and family communication
- Use tools like donor-advised funds, qualified charitable distributions, and dynamic asset allocation to create impact and security that lasts
Download the free guide that we've paired with this episode!
Subscribe, and leave us a review if this resonated with you!
Share it & leave us a review on Apple or Spotify!
For personalized financial guidance, schedule an intro call with our team at Concenture Wealth Management in Houston, Energy Corridor, Sugar Land, Katy, & Spring, TX. Our team of professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To explore our 3-step proce
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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By Concenture Wealth ManagementRetirement isn’t a date on a calendar; it’s a series of evolving stages.
Robert Gilliland & Karen Heider walk through the three phases of retirement (Freedom, Stability, and Legacy) and the financial strategies that keep you confident at every step.
They share ways to:
- Maximize your Freedom Years (late 50s to early 60s) with smart withdrawal strategies, Roth conversions, and healthcare planning before Medicare kicks in
- Navigate the Stability Stage (mid-60s to mid-70s) by optimizing Social Security timing, managing taxes, and keeping your portfolio balanced.
- Enter the Legacy Phase (mid-70s and beyond) with confidence by aligning estate planning, charitable giving strategies, and family communication
- Use tools like donor-advised funds, qualified charitable distributions, and dynamic asset allocation to create impact and security that lasts
Download the free guide that we've paired with this episode!
Subscribe, and leave us a review if this resonated with you!
Share it & leave us a review on Apple or Spotify!
For personalized financial guidance, schedule an intro call with our team at Concenture Wealth Management in Houston, Energy Corridor, Sugar Land, Katy, & Spring, TX. Our team of professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To explore our 3-step proce
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.