In this episode of Retire Fit Radio, Nathan Fort discusses the importance of redefining retirement beyond just financial assets. He introduces the Breakaway Point Calculator, which helps individuals determine when they can retire based on their financial situation. The conversation shifts to legacy planning, emphasizing that it encompasses more than just wills and trusts. Nathan also addresses upcoming changes in estate tax exemptions and the necessity of having a comprehensive financial plan, referred to as the Vital View. The episode further explores strategies for retirement income, including the three-bucket strategy and the importance of preparing for unexpected life events with a 'shock blanket'. Finally, Nathan tackles real-life retirement scenarios, providing insights on how to navigate common challenges.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.
Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes
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