Inflation, taxes, and investment challenges are three major threats that could impact your retirement.  Ed offers suggestions of protection and proactive measures that can be implemented.  He also discusses planning long term for retirement to help alleviate the risk of longevity and explain why the help of a professional is so critical in today’s retirement planning.

You can reach Ed Storer by calling 800-563-7030.

The Wealth Training Academy

See omnystudio.com/listener for privacy information.

No one can accurately predict the next bear market and when it will occur, but one thing is for sure.  You can prepare yourself for it and should if you are approaching retirement.  Ed outlines some moves that can help protect your retirement plan.  He also outlines ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date.

You can reach Ed Storer and the team by calling 800-563-7030.

The Wealth Training Academy

See omnystudio.com/listener for privacy information.

How do you keep your finances in order when heading to retirement facing challenges like inflation and volatility?  Ed discusses good measure in that regard as well as pointing out things to make sure you do not overlook as you’re heading to retirement.  He also covers some important questions that sometimes clients are hesitant to ask.

You can reach Ed Storer and the team at The Wealth Training Academy by calling 800-563-7030.

The Wealth Training Academy

See omnystudio.com/listener for privacy information.

2022 will present some challenges such as inflation and possibly higher interest rates.  That’s why our retirement plans need to be robust as we meet those challenges head on.  Ed Storer gives us some things to consider such as tools and strategies to consider to help against inflation, higher interest rates, and possible slower economic growth.  He also presents options and strategies to build income streams in retirement and tips to boost your retirement nest egg.

You can reach Ed Storer and the team at The Wealth Training Academy by calling 800-563-7030.

The Wealth Training Academy

See omnystudio.com/listener for privacy information.

The discussion centers around proper management of your savings to maximize your retirement portfolio.  Ed talks about fees to be aware of, the importance of having a flexible plan, maximizing your contributions, creating income streams, and having good tax strategies.  401(k) statistics and learning from the mistakes and regrets of some current retirees are also part of the discussion.

You can reach Ed Storer and the team by calling 800-563-7030.The Wealth Training Academy

See omnystudio.com/listener for privacy information.

Ed discusses strategies to consider in your retirement to better weather a volatile market landscape.  He also talks about the return on your investment of lifetime savings including time and what the return of time means to your health.  Ed also continues with part two of his series on questions business owners need to answer before exiting or retiring from their business.

You can reach Ed and the team by calling 800-563-7030 or text #WTA to 800-563-7030.

The Wealth Training Academy

Rising inflation and market volatility continue to be a concern.  Part of the discussion centers around the importance of considering the effect of the stock market on your retirement savings.  Ed also discusses decisions retirees face regarding their spending and their different sources of income.  In the business segment of the podcast, Ed covers questions that business owners need to be able to answer in the affirmative before thinking about exiting their business.

Reach Ed Storer at 800-563-7030.

The Wealth Training Academy

Retirement risk worries loom large as we face inflation and uncertainty in the markets.  Ed Storer covers what should be considered in safeguarding your retirement.  He also outlines some good proactive strategies that can help in securing as tax free a retirement as possible.  In the business segment, Ed highlights eight ways to know if you are acting as the business owner or as an employee of your business.

800-563-7030 for Ed and the team

The Wealth Training Academy

Ed explains some changes and proposed changes for Social Security in 2022.  He also covers some of the pros and cons of working in retirement.  In his business segment, Ed asks the question "how can your business protect against the end run?"  He talks about what defensive moves to make if your supplier decides to go directly to the customer.

You can reach Ed and the team at 800-563-7030.

The Wealth Training Academy

Planning for today's retirees involves looking at possible tax changes in the future.  Ed discusses how much of your retirement income will be taxable and proactive strategies to help.  Ed also reminds business owners of the rule of three in more your business more profitable and giving it more value.  He explains the three gaps and the three legs of the stool in business ownership.

You can reach Ed Storer by calling 800-563-7030.

The Wealth Training Academy