In this episode, the hosts discuss common financial planning assumptions that can negatively impact retirement. They emphasize the importance of understanding retirement age, the 4% withdrawal rule, and the necessity of having a solid financial plan. The conversation also touches on the evolving nature of work and retirement, the significance of long-term care insurance, and the need for proactive financial management to ensure a comfortable retirement lifestyle. In this conversation,they discuss various aspects of wealth management, emphasizing the importance of maximizing investment returns, the necessity of protection in financial planning, and the strategies for effective retirement withdrawals. He also explores the benefits of annuities and tax strategies, as well as the evaluation of dividend stocks versus mutual funds. The discussion highlights the need for a comprehensive financial plan that includes trusts, insurance, and keeping money in motion to create wealth and ensure financial security.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
https://www.ttvalueinvesting.com/
See omnystudio.com/listener for privacy information.
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.