The Puzzle Retirement Metaphor MoneyMattersUSA® With Fred Saide podcast

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Innehåll tillhandahållet av Broadcasting Experts, LLC and Fred Saide. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Broadcasting Experts, LLC and Fred Saide 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.

MoneyMattersUSA® with Fred Saide « »
The Puzzle Retirement Metaphor

6M ago 43:35

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Innehåll tillhandahållet av Broadcasting Experts, LLC and Fred Saide. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Broadcasting Experts, LLC and Fred Saide 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.

In Episode 158, Fred Saide points out that retirement planning is like piecing together a complex puzzle, with each piece being crucial for a secure future. One approach to retirement planning is goals-based retirement planning, where the focus is on creating and achieving realistic goals before discussing income and money. Maximizing social security and identifying other sources of income, such as pensions, annuities, and investments, is important. Savings should be balanced with liquidity, and budgeting and expense management are essential. Health care and long-term care should also be considered, as well as estate planning and tax planning. Hear more in the podcast and Fred’s answer to another Stump the Guru question.

Reach Fred at 479-935-9767.

Money Matters USA

See omnystudio.com/listener for privacy information.

… continue reading

102 episoder

Artwork

The Puzzle Retirement Metaphor

MoneyMattersUSA® with Fred Saide

published 6M ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Broadcasting Experts, LLC and Fred Saide. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Broadcasting Experts, LLC and Fred Saide 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.

In Episode 158, Fred Saide points out that retirement planning is like piecing together a complex puzzle, with each piece being crucial for a secure future. One approach to retirement planning is goals-based retirement planning, where the focus is on creating and achieving realistic goals before discussing income and money. Maximizing social security and identifying other sources of income, such as pensions, annuities, and investments, is important. Savings should be balanced with liquidity, and budgeting and expense management are essential. Health care and long-term care should also be considered, as well as estate planning and tax planning. Hear more in the podcast and Fred’s answer to another Stump the Guru question.

Reach Fred at 479-935-9767.

Money Matters USA

See omnystudio.com/listener for privacy information.

… continue reading

102 episoder

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