Thanks for listening to this episode of Retiring Right!
As you save for the future, there are many areas where you may want to focus your attention. Most of us know about the need to grow and protect our retirement funds. This is an important consideration in making sure you have enough money to fund your retirement & not run out of money! An area that you might not have thought much about is taxes & TAX RISK.
Taxes – just like the growth of your retirement funds – can be a critical component of ensuring you have enough retirement income to fund your needs.
• Why taxes may be the biggest retirement risk you haven’t planned for
• How to identify (and eliminate) your 3 biggest retirement risks
• Key indicators that your retirement approach may be outdated
• Why today’s market requires specialized planning to meet your retirement goals
• The difference between tax deferred and tax free saving and how to know which one is right for you.
Call or email to receive a complimentary copy of The New Rules of Retirement Saving, the leading book on creating a retirement aligned with today’s market and tax realities.
You may contact Jeff Sedlitz, LUTCF | President of Family Tree Financial Group and host of Retiring Right! at: info@FamilyTreeFG.com or (904) 657-0896.
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I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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