Are you prepared for retirement? Great question to be asking if you’re 50 and older. The number 1 fear for retirees is running out of money in retirement. Could an Annuity be a good fit for the portfolio and your plan is a question we will try and answer. Retirement age numbers you can use as a barometer to see if you’re on track.

If you have any questions about retirement planning call Jeff truchon 800-514-4575

or click here to visit our website

Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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On this week’s show we get into the latest media cycle and what it means to you. Two big names in retirement planning give their takes on investing for retirement. We will also get into rules to follow for planning as well as exceptions to those rules.

If you have any questions regarding your retirement contact Jeff Truchon

800-514-4575 or click here to visit our website.

Retire, Save, Plan, Taxes, 401K, IRA, Healthcare,

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On this week’s show we dive in on whether or not there is a retirement  crisis. If there is a crisis what should you do? We will discuss your options. Should retirees be concerned about the future of Social Security? We discuss the latest rumblings.

If you have any questions contact Jeff Truchon 800-514-4575 or click here to visit our website.

Retirement, Taxes, Planning, 401K, Healthcare, Saving, 403B, IRA

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On this edition we tackle common questions that people are asking advisors across the country. Healthcare planning and retirement go hand in hand and you need to be ready for it. Healthcare and Long-term care will be expensive and today we will discuss alternatives to longterm care insurance. We will dive into bad habits that can really hurt you as you plan for retirement.

If you have questions about your own planning call Jeff Truchon 800-514-4575 or click here to visit the website.

Retirement, Saving, Planning, IRA, Roth, Taxes, Healthcare, Pension

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On this week’s program we talk taxes. Specifically, how you could possibly lessen your tax burden. Retirement is a multi step planning process. Saving for retirement is vital, but there are other steps you need to be aware of and include in your planning. The old saying “the only thing that is constant is change” needs to be considered when planning for retirement. We will discuss how to handle the unexpected.

If you have any questions call Jeff Truchon 800-514-4575 or click here to visit our website.

Retire, Save, Taxes, Plan, IRA, Roth, Healthcare

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On this week’s show we discuss semi-retirement and what it may mean to your overall retirement plan. Retirement expenses could be going up and on a fixed income you need to plan to handle the possibility in the future. Preparing for retirement is a real thing. We will discuss practicing what will be your retirement.

If you have any questions about your  retirement situation

call Jeff Truchon 800-514-4575 or click here to visit our website.

Retire, Plan, Save, 401K, IRA, Roth, Healthcare, Taxes

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On this week’s show we get into the older ‘Rules of Thumb” when it comes to financial planning. 60/40 Stick bond split, and the magic retirement age 65. The Rule of 72 and the rule of 100 also making the show. Last, but not least is the old 4% rule and is it still valid? We round out the show with staying calm or as calm as possible. Teaching yourself to be proactive instead of reactive.

If you have any questions concerning your retirement call jeff Truchon 800-514-4575 or click here to visit our website.

Retirement, Planning, Saving, Annuity, Taxes, Roth, IRA, 401K

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On this week’s program we dive into the changes in retirement planning from when your parents retired and what you are now facing.  Baby Boomers are hitting retirement each day and many are wasting their retirement savings. Ideas on how to stretch that budget. We will also tackle common myths about planning that many follow and shouldn’t.

If you have any questions call Jeff Truchon 800-514-4575 or click here and visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

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Coming up on this week’s show we talk about dangerous retirement assumptions. Assumptions can disrupt your retirement planning try to avoid them if you can. How long will you work? How long will you live? What will you spend in retirement? These are just a few of the assumptions we discuss today.

If you have any questions call Jeff Truchon 800-514-4575

or click here to visit our website.

Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy

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On this week’s show we discuss the cost of living and the impact on retirement. Retiring without regrets would be ideal, but how do you do it? Avoiding big planning mistakes will help. Keeping your retirement dollars in tip top shape will allow you to get to and through your golden years.

If you have any questions about your retirement

call Jeff Truchon 800-514-4575 or click here to visit our website.

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

See omnystudio.com/listener for privacy information.