Abe discusses the concerns people may have when choosing to switch financial advisors and explains the process he and his firm go through when helping new clients. He also emphasizes the importance of entering “Phase 2” of your retirement plan and living off life savings.

Ready to start building out your retirement plan? Visit TheRetirementKey.com today!

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Abe discusses the impact of the upcoming election and government spending on retirees' financial future. He emphasizes the importance of election-proofing retirement plans and addresses concerns about rising taxes.

Abe also talks about the need to protect retirement savings from market volatility and discusses tax planning and conversions.

Ready to start building out your retirement plan? Visit TheRetirementKey.com today!

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Pat Volk recently had the chance to interview the Murray Bros. at their annual Caddyshack Charity Golf Tournament down in St. Augustine, Florida.

Bill Murray shares his accidental experience at a Bitcoin ATM when attempting to withdraw cash.

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Abe discusses the importance of preparing for the future by addressing taxes and retirement income. He highlights the potential impact of proposed tax changes on middle-class Americans and emphasizes the need for tax planning in retirement.

Abe also addresses the concern of retirees who are unsure about spending their savings and explains the importance of having a comprehensive retirement plan that includes income generation.

Ready to start building out your retirement plan? Visit TheRetirementKey.com today!

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In this conversation, Pat Volk discusses the importance of planning for retirement and the unique considerations for women. He shares his personal experience with his mother's financial struggles after his father's passing and emphasizes the need for guaranteed income streams in retirement.

Pat also highlights the differences in retirement outlooks between men and women and the importance of having open and honest conversations about financial planning. He encourages individuals to take care of themselves and not be a financial burden on their children. Pat also discusses the benefits of conservative investment strategies and the potential risks of relying on aggressive portfolios.

Ready to start building out your retirement plan? Visit TheRetirementKey.com today!

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In this episode, Pat Volk discusses the importance of having conversations with family members about finances and estate planning. He also emphasizes the need for open communication and updating life insurance and long-term policies while planning for retirement.

Ready to discuss your estate plan? Visit TheRetirementKey.com today!

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$1 Million used to be what you needed to retire, but the latest average according to Schwab is $1.8 Million. Is this number actually accurate?

In this episode, Abe discusses if it's possible to retire with under $1 million and how individual circumstances play into a retirement plan.

Also, Abe breaks down the tax consequences in retirement that people may not know about as they build out their income plans.

Ready to build your plan for retirement? Visit TheRetirementKey.com today!

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The latest inflation number came in hot, implying that the Fed won't be cutting interest rates anytime soon. Government spending contributes to inflation, which may have an impact on your financial plan heading into retirement.

In this episode, Pat Volk explores the different options, such as annuities, that may help protect and generate income during retirement in a time of uncertainty.

Ready to see how inflation is affecting your retirement goals? Visit TheRetirementKey.com today!

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Planning for retirement and creating a personal pension are crucial for a secure financial future. In this episode, Abe discusses that having a sound income plan is essential while living out your retirement years.

Also, Abe explains how the 60-40 model (60% stocks and 40% bonds) may not be as effective in today's market, and alternative strategies should be considered.

Ready to see what developing an income plan for your retirement might look like? Visit TheRetirementKey.com today!

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The stock market continues to make new highs thanks to “The Magnificent 7” which has caused concern for a correction. How much longer can the market run up thanks to a handful of stocks?

On this episode, Abe warns that too much exposure to the market during retirement and the years leading up to retirement can negatively impact your life savings. Protecting your portfolio is key when building out your retirement plan.

Plus, how much in fees are you really paying? Abe shares common fees that many retirees pay without realizing it while offering ideas on how you may be able to reduce yours.

Ready to protect your financial future and expose the unwanted fees in your plan? Visit TheRetirementKey.com today!

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