Retirement Planning’s “Hidden” Questions

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement.

 

Helpful Information:

PFG Website: https://www.pfgprivatewealth.com/

Contact: 813-286-7776

Email: [e-mail]

Disclaimer:

PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. 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. Investment involve risk and, unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Transcript of Today's Show:

For a full transcript of today's show, visit the blog related to this episode at https://www.pfgprivatewealth.com/podcast/

----more----

Marc :

The retirement planning world is filled with plenty of advice and suggestions, but there are some critical questions that sometimes get lurking into the shadows or unasked or just overlooked and that's the questions we're going to talk a little bit about today here on the podcast. So check it out here this week on Retirement Planning Redefined.

 

Hey, everybody. Welcome into the podcast. Thanks for tuning in as John and Nick and myself talk about today's topic, which is some hidden or overlooked questions in retirement planning. So the guys are going to help break this down this week on the show. Thanks so much as always for being here and listening and if you've got some questions, make sure you reach out to the guys at pfgprivatewealth.com. That is pfgprivatewealth.com. Get yourself some time onto the calendar and you can also subscribe to the podcast on whatever app you like using. Find it all right there at pfgprivatewealth.com. Guys, what's going on? Nick, how are you, bud?

 

Nick:

Pretty good, pretty good. Happy that we've worked our way into football season and we're starting to get some tease of cooler weather. I'm excited about that.

 

Marc :

Yeah. Very good. John my friend, what's happening in your neck of the woods? You doing all right? How's the little ones?

 

John:

Good. Little ones are good. They're seven and four. So they keep getting older and a little bit more-

 

Marc :

Weird how that happens, right?

 

John:

I know. Personality's definitely coming out I'll say. My kids are completely different and we're like, "How did this happen?" One is very reserved and shy and the other one's a complete maniac, but they're great.

 

Marc :

Yeah. It's like they look at each other as they're going through things and the stuff that we don't see as parents and they're like, "I'm going to be the opposite of this person," or whatever the case is. It's always funny how the siblings, now I just have the one, but I'm one o