The Costly Mistake 90% Make in Retirement Planning with Hosts Eric Miller & Eric Gersch

Are you making the costly mistake most people overlook in retirement planning? Discover how to take back CONTROL of your financial future with expert insights from Eric Miller, author of "How to Become a Financial Beast." This episode dives into the critical distribution phase of retirement—a step that can make or break your financial freedom. Learn why focusing solely on tax benefits and short-term performance could leave you vulnerable and how balancing growth with guaranteed, predictable income streams is key to a secure retirement.

 

In this powerful discussion, we break down strategies to maximize the value of your investments, build personal wealth, and ensure that your retirement income is a mix of growth and contractual security. Whether it's making informed decisions on 401(k)s, cash value life insurance, or annuities, our goal is to empower healthcare practice owners like you to expand your business while achieving lasting financial stability.

 

At Econologics Financial Advisors, we specialize in helping healthcare professionals take control of their wealth-building journey.

 

Start your journey to becoming a Financial Beast and achieving financial freedom today! Subscribe now, leave a comment, and share this episode to help others take charge of their future. Together, let’s redefine retirement planning!

 

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#navigatingretirement #retirementriskzone #financialeducation #maximizingretirementincome #financialfreedomisslavery

 

CHAPTERS:

00:00 - Intro

01:18 - Distribution Phase Strategies

05:21 - Understanding Qualified Plans

09:56 - Benefits of Cash Value Life Insurance

13:48 - Why Life Insurance Can Be Costly

17:45 - Exploring Contractual Income Sources

22:46 - Outro

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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

 

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Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.