Tatyana Bunich discusses the multifaceted aspects of retirement planning, emphasizing that retirement is not just about financial security but also about finding purpose and fulfillment. She highlights the importance of comprehensive financial planning that coordinates various aspects of a person's financial life, including tax strategies, income planning, and emotional well-being. The discussion also covers the transition from work to retirement, the significance of having a purpose, and the need to manage time effectively in retirement. Tatyana provides insights into creating a 'time portfolio' and balancing activities between couples in retirement. Additionally, she addresses practical tax strategies for managing required minimum distributions and preparing for healthcare costs in retirement. Call 888-843-0143. Text SMART to 600700. Visit F1 Wealth to learn more.
See omnystudio.com/listener for privacy information.
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By Financial 1 WealthTatyana Bunich discusses the multifaceted aspects of retirement planning, emphasizing that retirement is not just about financial security but also about finding purpose and fulfillment. She highlights the importance of comprehensive financial planning that coordinates various aspects of a person's financial life, including tax strategies, income planning, and emotional well-being. The discussion also covers the transition from work to retirement, the significance of having a purpose, and the need to manage time effectively in retirement. Tatyana provides insights into creating a 'time portfolio' and balancing activities between couples in retirement. Additionally, she addresses practical tax strategies for managing required minimum distributions and preparing for healthcare costs in retirement. Call 888-843-0143. Text SMART to 600700. Visit F1 Wealth to learn more.
See omnystudio.com/listener for privacy information.