The end of the year is the perfect time to create and review a year-end financial planning checklist, ideally with a financial advisor. The items included on your checklist may vary depending on your age and situation, but if you are actively saving for retirement (especially if you are already retired or within 15 years of retirement), listen to this episode of The Retirement Income Show with Dave Stearns to learn what items you don't want to forget!

The end of the year is the perfect time to create and review a year-end financial planning checklist, ideally with a financial advisor. The items included on your checklist may vary depending on your age and situation, but if you are actively saving for retirement (especially if you are already retired or within 15 years of retirement), listen to this episode of The Retirement Income Show with Dave Stearns to learn what items you don't want to forget!

Year-End Financial Planning Checklist

Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: <ol><li>Stable RENEWABLE streams of income in retirement are possible…REALLY. </li><li>Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. </li><li>Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. </li><li>The old wisdom learned from the Great Depression era of protecting your principal and living off your interest and dividends is more relevant now than ever…REALLY. </li><li>The brokerage industry's addiction to Mutual Funds is the classic story when “good” is the enemy of “best”…REALLY.</li></ol> www.incomeisking.com&nbsp; www.stearnsretirementgroup.com&nbsp; All content on this site is for informational purposes only. Opinions expressed herein are solely those of Stearns Retirement Group and our editorial staff.&nbsp; Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Stearns Retirement Group and Sound Income Strategies LLC are not associated entities. Stearns Retirement Group is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies. <a href="https://www.sec.gov/">www.sec.gov</a> <a href="https://adviserinfo.sec.gov/">Brokercheck</a> A franchise of <a href="https://theretirementincomesource.com/">The Retirement Income Source</a>

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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The old wisdom learned from the Great Depression era of protecting your principal and living off your interest and dividends is more relevant now than ever…REALLY. The brokerage industry's addiction to Mutual Funds is the classic story when “good” is the enemy of “best”…REALLY. www.incomeisking.com  www.stearnsretirementgroup.com  All content on this site is for informational purposes only. Opinions expressed herein are solely those of Stearns Retirement Group and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Stearns Retirement Group and Sound Income Strategies LLC are not associated entities. Stearns Retirement Group is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies. www.sec.gov Brokercheck A franchise of The Retirement Income Source

Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: <ol><li>Stable RENEWABLE streams of income in retirement are possible…REALLY. </li><li>Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. </li><li>Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. </li><li>The old wisdom learned from the Great Depression era of protecting your principal and living off your interest and dividends is more relevant now than ever…REALLY. </li><li>The brokerage industry's addiction to Mutual Funds is the classic story when “good” is the enemy of “best”…REALLY.</li></ol> www.incomeisking.com&nbsp; www.stearnsretirementgroup.com&nbsp; All content on this site is for informational purposes only. Opinions expressed herein are solely those of Stearns Retirement Group and our editorial staff.&nbsp; Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Stearns Retirement Group and Sound Income Strategies LLC are not associated entities. Stearns Retirement Group is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies. <a href="https://www.sec.gov/" rel="noopener noreferrer">www.sec.gov</a> <a href="https://adviserinfo.sec.gov/" rel="noopener noreferrer">Brokercheck</a> A franchise of <a href="https://theretirementincomesource.com/" rel="noopener noreferrer">The Retirement Income Source</a>

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Year-End Financial Planning Checklist

Year-End Financial Planning Checklist