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In this episode of Retirement Readiness, Brigette Engstrom discusses the importance of understanding retirement planning, particularly focusing on annuities and longevity risks. She emphasizes that retirement should be viewed in terms of income rather than assets, and highlights the significance of tax strategies like IRA to Roth conversions. The conversation aims to educate listeners on making informed decisions for a secure retirement.
Visit www.bluemonarchfinancial.com for more details, to see upcoming events and to book a complimentary consultation with Brigette Engstrom and the team at Blue Monach Financial.
See omnystudio.com/listener for privacy information.
By Brigette EngstromIn this episode of Retirement Readiness, Brigette Engstrom discusses the importance of understanding retirement planning, particularly focusing on annuities and longevity risks. She emphasizes that retirement should be viewed in terms of income rather than assets, and highlights the significance of tax strategies like IRA to Roth conversions. The conversation aims to educate listeners on making informed decisions for a secure retirement.
Visit www.bluemonarchfinancial.com for more details, to see upcoming events and to book a complimentary consultation with Brigette Engstrom and the team at Blue Monach Financial.
See omnystudio.com/listener for privacy information.