#111 Kevin Leon - Regional VP of Trilogy Financial - Retirement Readiness


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Getting ready for retirement is a lot trickier than most people realize. For example, did you know that you need at least 70% of your current income as income in retirement? Well how do you generate that income without a large amount of investment that's had years to compound? There's also things to consider like, when to take social security for maximum benefit and how do you set retirement up for the greatest tax advantages.

Kevin Leon, VP of Trilogy Financial talks with Dino about what it really takes to retire and the type of analysis and financial planning the you must do to make sure you're ready. Don't find yourself having to work longer than you want to or even worse, don't run out of money in retirement. Check out this show and get educated.

Here are some of the questions Dino asked Kevin:

  • How do I figure out how much I will need in assets to be able to retire?
  • When should I take social security?
  • Are pensions taxable?
  • What is distribution planning?

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