The Retirement Playbook - Episode 27

In this episode of Coffee With Your Retirement Coach, Aaron and Nic Aaron break down retirement strategies using the only thing appropriate during Super Bowl Season: football analogies. From understanding the importance of getting employer matches on your 401(k), to tax considerations, to estate planning and the nuances of Social Security, this episode is packed with the high level game plan you need to win in every area of the retirement game. Whether you're in the first quarter of your career or approaching the final whistle, discover how to optimize and protect your retirement savings. Tune in, grab your coffee, and get ready to win!

00:00 Introduction: Retirement and the Big Game

00:42 Doing the Superbowl Right at the Yeomans House

01:39 Drawing Parallels: Retirement and Winning Strategies

02:17 Breaking Down the Retirement Playbook

03:06 Optimizing Your Retirement Plan

04:14 Reviewing and Adjusting Your Financial Plan

05:39 Tax Strategies for Retirement

09:35 The Importance of Estate Planning

18:26 The Importance of Naming Multiple Successors

19:23 Updating Estate Planning Documents

20:21 Healthcare Power of Attorney for Adult Children

21:26 Reevaluating Beneficiaries

21:37 Story Time: A Cautionary Tale

23:47 The Role of Beneficiary Forms

26:03 The Complexity of Social Security

30:37 Building a Winning Retirement Team

33:45 Final Thoughts and Encouragement

 

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Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.