Target Your Retirement

Most of us have the majority of our retirement nest egg in tax-deferred accounts that will be taxable as income when we withdraw from them. This can create a major Ticking Tax Bomb.

Key takeaway:

• Uncover the five options from dealing with the fuse on your tax bomb.

The common narrative surrounding President Biden's tax proposals is that it will only affect the wealthy. But is that true?

Key takeaway:

• How taxing the wealthy can have a very serious indirect impact on your retirement

Where are we right now financially as a country and how could that influence taxes in the future?

Key takeaways:

• Understand how retirement has evolved from past generations
• How can the US Government combat its growing debt problem?
• What steps can you do to help protect yourself from overpaying in taxes?

Taxation might not be the most interesting subject to discuss, but it is critical to maximizing the efficiency and success of your retirement.

Key takeaways:

• Discover what the difference between a non-qualified and qualified account is
• Understand what you currently own so you can have confidence, comfort and control of the decisions you make with your investments

Statements are not retirement plans. They are simply an analysis of one particular investment. We feel strongly that every single retirement plan should include five essential components to your financial life, and that each area needs to work harmoniously with one another to create the most successful and sustainable retirement.

Key takeaways:

• Uncover the five areas of planning we include in every single plan
• Why is it so important to have an actual written retirement plan?

Chances are you know exactly what is going to happen when you visit the doctor. That is exactly how visiting with your retirement or financial planner should be. Nothing should be done spur of the moment, as that is never in your best interest. We have a defined process to help you accomplish your retirement goals.

Key takeaways:

• What do you want?
• What do you have?
• What do you need?

Have you ever seen your entire financial life on one single piece of paper? If not, you are certainly not alone. We created the Target Board that illustrates every aspect of your financial livelihood on one page to give you clarity and insight into why you own what you own.

Key takeaways:

• Understand your retirement income goal, as well as current and future income generation.
• Learn how we segment every asset based on how its taxed
• Discover how your investments are designed either for access, income, or growth.

Welcome to our first episode of the Target Your Retirement Podcast! As the Founder and President of Arrowhead Retirement, Trevor Phibbs shares industry knowledge in an engaging and casual conversational format. Listening can help pre-retirees and retirees build the foundation to help elevate the meaning and purpose in their lives and thus allow them to focus on where they can make the biggest impact today. Or, if anything, it might provide a few laughs along the way.

Key takeaways:

• Discover what the "TARGET" planning acronym stands for and how you can implement it in your retirement portfolio
• How using "TARGET" planning can help you gain confidence, comfort, and control of your finances in retirement