Think your retirement plan is set in stone? Think again! Market fluctuations, life changes, or simply the transition to retirement can expose cracks in your financial foundation.
FREE Resources:
Retirement Tune-Up Financial Review: bit.ly/49Jj0dz
Retirement Checklist Challenge: bit.ly/49uXzx4
Don't panic! This video reveals strategic adjustments you can make to bulletproof your retirement savings, even in the face of economic challenges.
Inside This Video, You'll Learn:
When Change Demands Action: Spot the red flags that signal it's time for a retirement plan tune-up, from major market shifts to legislative updates.
Retirement Transition Checklist: Navigate the critical decisions when you shift from working to retired, from pension choices to a comprehensive tax strategy.
The Art of Spending in Retirement: Discover the difference between accumulation and deaccumulation investing, and how to adjust your portfolio when it's time to start drawing income.
Fighting Back Against Financial Strain: If rising costs or inflation are putting a squeeze on your retirement budget, we've got solutions.
Finding the Right Financial Advisor: Are you getting the guidance you need? We'll discuss finding a financial professional who truly understands your retirement goals.
Don't Let the Unexpected Derail Your Retirement Dreams!
Learn how to proactively tackle the 7 major retirement risks:
Inflation
Longevity
Long-Term Illness
Rising Healthcare Costs
Changes to Government Programs
Death of a Spouse
Sequence of Return Risk
Watch now and empower yourself to create a retirement plan that can withstand any challenge.
===================
FREE Resources:
Retirement Tune-Up Financial Review: bit.ly/49Jj0dz
Retirement Checklist Challenge: bit.ly/49uXzx4
Connect With Us:
YT: @wasmithfingroup
Facebook: www.facebook.com/wasmithfingroup
TikTok: www.tiktok.com/@wasmithfingroup
===================
#retirementplanning #financialsecurity #retirementincome #socialsecurity #healthcarecosts #financialplanning #3bucketstrategy
DISCLAIMER: This video is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: wasmithfinancial.com/disclosure/
W.A. Smith Financial Group