Sign up to save your podcasts
Or
Share Year-End Strategic & Tactical Planning Meetings
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Year-End Strategic & Tactical Planning Meetings
🏈 Don't fumble your retirement - get your financial game plan at http://bookachatwithjohn.net
Retirement isn't just about saving money—it's about strategically planning your withdrawals. In this episode of Red Zone Retirement, we'll take you through our annual "strategic and tactical" fall meetings, showing how smart planning now can prevent massive surprises later.
Here's some of what we discuss in this episode:
✅ How to make Roth conversions work in your favor ✅ The hidden Medicare penalty most people miss ✅ Guardrails that protect your income when the market dips ✅ How strategic meetings can save you $100K+
Get in touch:
Phone: 661-775-3704
Book an appointment with us: http://bookachatwithjohn.net
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM
Check out John's FREE Books: https://je9gekmc.pages.infusionsoft.net/
View all episodes
By John Mears🏈 Don't fumble your retirement - get your financial game plan at http://bookachatwithjohn.net
Retirement isn't just about saving money—it's about strategically planning your withdrawals. In this episode of Red Zone Retirement, we'll take you through our annual "strategic and tactical" fall meetings, showing how smart planning now can prevent massive surprises later.
Here's some of what we discuss in this episode:
✅ How to make Roth conversions work in your favor ✅ The hidden Medicare penalty most people miss ✅ Guardrails that protect your income when the market dips ✅ How strategic meetings can save you $100K+
Get in touch:
Phone: 661-775-3704
Book an appointment with us: http://bookachatwithjohn.net
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM
Check out John's FREE Books: https://je9gekmc.pages.infusionsoft.net/