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Write Down Your 2025 Financial Resolutions
Join financial advisors Jim Martin and Casey Bibb as they kick off 2025 discussing rapid passage of time, new year's resolutions, and essential financial planning topics. The episode covers top financial resolutions such as reassessing retirement plans, maximizing tax-efficient strategies, building emergency funds, optimizing social security and Medicare decisions, and aligning investments with retirement goals. They also address the significant topic of long-term care, sharing options like traditional long-term care insurance, annuities, and life insurance hybrids. Finally, Jim and Casey share their personal plans for 2025 and encourage listeners to write down and take action on their own resolutions.
https://www.morningstar.com/personal-finance/100-must-know-statistics-about-long-term-care-2023-edition
http://retiresmartscore.com <- Get your retirement score!
http://retirewithmartin.com/ <- Learn about working with Jim
www.planwellretirehappy.com
00:00 Reflecting on the Past Year
00:39 New Year's Resolutions
03:16 Top Financial Resolutions
07:21 Emergency Funds and Unexpected Expenses
09:57 Optimizing Social Security and Medicare
11:54 Aligning Investments with Retirement Goals
15:10 Introduction to Long Term Care
16:15 The High Cost of Long-Term Care
17:35 Medicare and Long-Term Care: The Reality
18:53 Financial Planning for Long-Term Care
21:13 Insurance Options for Long-Term Care
24:40 Life Insurance Hybrid Option Explained
27:13 Personal Stories and Travel Plans
30:40 Final Thoughts and Disclaimers
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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By Jim Martin RFC & Casey Bibb, FPQPJoin financial advisors Jim Martin and Casey Bibb as they kick off 2025 discussing rapid passage of time, new year's resolutions, and essential financial planning topics. The episode covers top financial resolutions such as reassessing retirement plans, maximizing tax-efficient strategies, building emergency funds, optimizing social security and Medicare decisions, and aligning investments with retirement goals. They also address the significant topic of long-term care, sharing options like traditional long-term care insurance, annuities, and life insurance hybrids. Finally, Jim and Casey share their personal plans for 2025 and encourage listeners to write down and take action on their own resolutions.
https://www.morningstar.com/personal-finance/100-must-know-statistics-about-long-term-care-2023-edition
http://retiresmartscore.com <- Get your retirement score!
http://retirewithmartin.com/ <- Learn about working with Jim
www.planwellretirehappy.com
00:00 Reflecting on the Past Year
00:39 New Year's Resolutions
03:16 Top Financial Resolutions
07:21 Emergency Funds and Unexpected Expenses
09:57 Optimizing Social Security and Medicare
11:54 Aligning Investments with Retirement Goals
15:10 Introduction to Long Term Care
16:15 The High Cost of Long-Term Care
17:35 Medicare and Long-Term Care: The Reality
18:53 Financial Planning for Long-Term Care
21:13 Insurance Options for Long-Term Care
24:40 Life Insurance Hybrid Option Explained
27:13 Personal Stories and Travel Plans
30:40 Final Thoughts and Disclaimers
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.