In this episode of The Marty Hensley Show, the hosts discuss various aspects of retirement planning, emphasizing the importance of proactive strategies, sustainable income, and estate planning. They debunk common myths about mortgage payoff and highlight the significance of beneficiary designations. The conversation also covers financial strategies for maximizing 401k contributions and managing multiple retirement accounts

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

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In this episode of The Marty Hensley Show, the hosts discuss the unique challenges faced by high net worth individuals in retirement planning. They explore the implications of the 4% rule, the impact of Secure Act 2.0, and the importance of having a customized retirement plan. The conversation also covers the significance of understanding retirement packages for federal employees, business succession planning, and recognizing financial canaries that signal potential issues in retirement planning. Listeners are encouraged to take action and seek professional advice to ensure a secure retirement.

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

See omnystudio.com/listener for privacy information.

On this edition of The Marty Hensley Show, we dive in on today's volatile financial landscape and what it means to retirement. We can't predict the future, but our choices can set us on a path either in a good direction or the opposite. Your choices matter and we will discuss today. We will ask the question that everyone wants the answer to..."when can I retire?" We will go over areas that need to be in order so you can head into retirement on your own terms.

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

See omnystudio.com/listener for privacy information.

On this edition of The Marty Hensley Show our advisors discuss retirement lifestyle and achieving your goals. New white paper from  BlackRock and the Bipartisan Policy Center will be discussed after policymakers, corporate leaders, and other stakeholders got together on different approaches concerning retirement security. What does a happy retirement look like for you? Great question and we will answer in broad terms reminding the listener that it is very important to have a custom retirement plan.

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

See omnystudio.com/listener for privacy information.

On this edition of the Marty Hensley Show, How do you crisis-proff your retirement plan? Marty Hensley and fellow advisor Jeremy Whitfield discuss. The advisors also dig in on behavioral finance. Your emotions play a big role when it comes to your money. Spend and Leave segment will give you a real sense of what retirement with a predetermined amount looks like. First the worst case scenario and then with an average return on your investment. Life insurance could be a missing piece for your portfolio and Marty explains why it might be worth a conversation

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

See omnystudio.com/listener for privacy information.

On this edition of The Marty Hensley Show, Is your Portfolio ready for retirement? Important question to ask and get answered. We go over some hidden resources as far as potential assets that can bolster your retirement. If you are behind on your savings will bring you some tips to help you catch up. There are different ways to retire and today we discuss phased retirement and it might be a good fit for you.

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

See omnystudio.com/listener for privacy information.

Coming up on this edition of The Marty Hensley Show, financial truths to be aware of as your retirement approaches. Old fatherly advice when it comes to money can be outdated so we take a look at the ones that maybe need to be retired. Lifestyle habits and money habits can go hand in hand we will take a look at the connection. Popular "Spend & Leave" segment gives you a real sense of what retirement could be for one hypothetical retiree.

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

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On this edition of The Marty Hensley Show, Big Money Marty discusses dealing with the unexpected in retirement. Planning for the "what ifs" in life can take a good deal of stress away. The popular "spend and leave" segment will show you an example of what guaranteed income looks like. We will also dig into annuities and why they seem to be misunderstood. 

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

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On this edition of The Marty Hensley show Big Money Marty will dive into ways you can shore up your finances in the middle of volatile markets. Are you ready for one of the big 'what ifs" in life? Needing long term care can be expensive and it's best to plan for it. Spend and leave segment will give you an idea based on average returns what your retirement nest egg could be doing. We will also cover fatal financial mistakes and how to identify and avoid.

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

See omnystudio.com/listener for privacy information.

On this edition of The Marty Hensley Show we discuss the importance of having a plan for your retirement. When the road is tough it's not the time to shrink away from planning. Are you on the right track for retirement. It will be a different path for everyone so customizing your plan is vital. We will discuss holistic planning compared to what we know as traditional planning. We will also dive in on staying in the investment world even during a down market. 

If you have any questions concerning your retirement

call Marty Hensley at Capital Financial 877-359-1989

or click here to visit our website.

Retirement, Savings, Planning, 401K, Roth, IRA, Healthcare,

See omnystudio.com/listener for privacy information.