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J. Christopher Boyd에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J. Christopher Boyd 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 저작물을 귀하의 허가 없이 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르십시오 https://ko.player.fm/legal.
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Are You Ready for the Retirement Red Zone?

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Manage episode 375551454 series 7742
J. Christopher Boyd에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J. Christopher Boyd 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 저작물을 귀하의 허가 없이 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르십시오 https://ko.player.fm/legal.

Are you aware of what you need to do to become prepared for retirement? Chris and Jeff talk about the upcoming education webinar “Are You Ready for the Retirement Red Zone?”.

The Retirement Red Zone is defined as the 5 years before and the 5 years after retirement. This is an important time to prepare financially and otherwise for retirement so there are no critical errors.

During the webinar, professionals from Asset Management Resources will cover topics such as:

Ø Your retirement lifestyle

Ø Cashflow – where to take money from and when to maximize return and tax savings

Ø Healthcare – options and costs

Ø Leaving a lasting legacy – estate planning, philanthropic intentions

The Retirement Red Zone webinar will be held on September 20th from 10 a.m. to 11:30 a.m. If you are interested in attending, please register at https://AMRfinancial.com.

Take the guess work out of whether you will be ready for retirement when expected or if you should adjust your plan by having a financial plan in place. A plan will also help identify that you and your partner have a common vision going into retirement.

Do some stress testing on your financial plan to ensure that it can hold up in the event that a worst-case scenario occurs. Some people save so long for retirement that they don’t give themselves permission to spend money that they have saved for this purpose. Sometimes caring parents put their own financial security at risk when helping their children. A financial plan can provide a roadmap towards a secure retirement.

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

Something More with Chris Boyd:

https://amrfinancial.com/radio/

https://www.facebook.com/SomethingMoreWithChrisBoyd

https://www.instagram.com/somethingmorewithchrisboyd/

https://twitter.com/SMoreChrisBoyd

https://www.linkedin.com/in/j-christopher-boyd-cfp%C2%AE-b932169/

Asset Management Resources:

https://amrfinancial.com/radio/

https://www.facebook.com/AssetManagementResourcesCC

https://www.instagram.com/assetmanagementresources/

https://twitter.com/AssetMgmtRsrcs

https://www.linkedin.com/company/asset-management-resources-llc/?viewAsMember=true

Recorded August 24, 2023

  continue reading

118 에피소드

Artwork
icon공유
 
Manage episode 375551454 series 7742
J. Christopher Boyd에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J. Christopher Boyd 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 저작물을 귀하의 허가 없이 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르십시오 https://ko.player.fm/legal.

Are you aware of what you need to do to become prepared for retirement? Chris and Jeff talk about the upcoming education webinar “Are You Ready for the Retirement Red Zone?”.

The Retirement Red Zone is defined as the 5 years before and the 5 years after retirement. This is an important time to prepare financially and otherwise for retirement so there are no critical errors.

During the webinar, professionals from Asset Management Resources will cover topics such as:

Ø Your retirement lifestyle

Ø Cashflow – where to take money from and when to maximize return and tax savings

Ø Healthcare – options and costs

Ø Leaving a lasting legacy – estate planning, philanthropic intentions

The Retirement Red Zone webinar will be held on September 20th from 10 a.m. to 11:30 a.m. If you are interested in attending, please register at https://AMRfinancial.com.

Take the guess work out of whether you will be ready for retirement when expected or if you should adjust your plan by having a financial plan in place. A plan will also help identify that you and your partner have a common vision going into retirement.

Do some stress testing on your financial plan to ensure that it can hold up in the event that a worst-case scenario occurs. Some people save so long for retirement that they don’t give themselves permission to spend money that they have saved for this purpose. Sometimes caring parents put their own financial security at risk when helping their children. A financial plan can provide a roadmap towards a secure retirement.

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

Something More with Chris Boyd:

https://amrfinancial.com/radio/

https://www.facebook.com/SomethingMoreWithChrisBoyd

https://www.instagram.com/somethingmorewithchrisboyd/

https://twitter.com/SMoreChrisBoyd

https://www.linkedin.com/in/j-christopher-boyd-cfp%C2%AE-b932169/

Asset Management Resources:

https://amrfinancial.com/radio/

https://www.facebook.com/AssetManagementResourcesCC

https://www.instagram.com/assetmanagementresources/

https://twitter.com/AssetMgmtRsrcs

https://www.linkedin.com/company/asset-management-resources-llc/?viewAsMember=true

Recorded August 24, 2023

  continue reading

118 에피소드

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