The Biggest 4 Retirement Planning Q & A's

In this episode of the podcast, financial advisors and retirement planners Jim Martin and  Casey Bibb from Martin Wealth Solutions address the four most common questions they hear about retirement planning. They discuss how to determine if you have enough to retire, the optimal time to take Social Security, what to do when the market drops, and strategies for paying less in taxes during retirement. Learn how to plan effectively for a financially secure retirement, understand the importance of having a written financial plan, and discover various tools and strategies to maximize your retirement benefits and minimize tax burdens.

http://retirewithmartin.com/ <- Learn about working with us

www.planwellretirehappy.com

00:00 Introduction: Top Four Retirement Questions 02:30 Question 1: Do I Have Enough to Retire? 06:53 Question 2: When Should I Take Social Security? 11:37 Question 3: What to Do When the Market Drops? 15:43 Question 4: How to Pay Less in Taxes in Retirement? 19:30 Conclusion and Final Thoughts

 

Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.