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Big Questions People Have As They Near Retirement
Manage episode 450138041 series 3423688
Tad Hill에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Tad Hill 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of Retire With Freedom, Tad and Toni will break down some of the major questions people have as they near their retirement years. They’ll discuss important topics like determining a safe withdrawal rate and choosing the right tools for effective tax planning.
While we cover some of the big retirement questions that people have, we’ll also take a look at common misconceptions that surround retirement planning and provide clarity on those topics. Tad and Toni often see new clients who have researched and read a lot about financial planning but struggle to understand how the entire picture fits together. That’s where working with a financial professional can make all the difference.
Here’s what we discuss in today’s show:
- What are safe withdrawal rates in retirement?
- The common misconception of RMDs as an income stream
- Why tax planning is so crucial right now
- The role of different financial tools
Key Takeaway
"There are concepts and things that we just kind of take as ‘the sky is blue.’ And unless you're a retirement planner, the sky isn't blue."
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
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https://www.askfreedomfinancial.com/in-the-media/#radio
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