Decision Making in the Middle Years of Retirement, Ep #216

Financial Symmetry: Balancing Today with Retirement

Innehåll tillhandahållet av Financial Symmetry, Chad Smith, and Mike Eklund. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Financial Symmetry, Chad Smith, and Mike Eklund eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

8M ago 24:18

MP3•Episod hem

Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps?

This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best to spend or give the wealth you've worked hard to accumulate.

Listen in to hear about the financial and tax moves that we see most commonly used during the middle years of your retirement.

📬 Sign up for the Advisor Corner Newsletter here and receive our Retire On Purpose Guide.

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

231 episoder

#Trading #Business #Financialplanning #Money #Personalfinance #Retirement #MBA #Financial Symmetry #Chad Smith #Mike Eklund #Financialadvisor #Financialplanner #Investing #Saving