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Contenuto fornito da Kyle Hammerschmidt. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kyle Hammerschmidt o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Married Couple with $2.2M: When Can We Retire?

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Manage episode 447504040 series 3470804
Contenuto fornito da Kyle Hammerschmidt. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kyle Hammerschmidt o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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In this episode, we explore essential retirement strategies through a real-life case study. Topics include:

  • Crafting a sustainable retirement income plan
  • Roth conversion strategies and how they can benefit retirees
  • Maximizing Social Security to enhance income
  • Tax-efficient withdrawal strategies for lasting savings
  • Navigating retirement income guardrails to minimize risk
  • Aligning financial goals with a tailored retirement plan

Whether you're preparing for retirement or already retired, this episode is filled with insights to help secure your financial future and achieve peace of mind.

Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

  continue reading

114 episodi

Artwork
iconCondividi
 
Manage episode 447504040 series 3470804
Contenuto fornito da Kyle Hammerschmidt. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kyle Hammerschmidt o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Send us a text

In this episode, we explore essential retirement strategies through a real-life case study. Topics include:

  • Crafting a sustainable retirement income plan
  • Roth conversion strategies and how they can benefit retirees
  • Maximizing Social Security to enhance income
  • Tax-efficient withdrawal strategies for lasting savings
  • Navigating retirement income guardrails to minimize risk
  • Aligning financial goals with a tailored retirement plan

Whether you're preparing for retirement or already retired, this episode is filled with insights to help secure your financial future and achieve peace of mind.

Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

  continue reading

114 episodi

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