))
The key to a proactive retirement plan
Manage episode 412809992 series 3561765
Impact Partnership and Steve Anzuoni द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Impact Partnership and Steve Anzuoni या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky.
Here are some of the key takeaways you'll learn in this episode:
- The benefits of reviewing your current financial situation, including interest rates on bank accounts and fees in your 401(k).
- How annuities can provide guaranteed income for life, even if the market performs poorly.
- The impact of the expiring Trump tax cuts on retirement income and strategies to potentially lessen the impact.
- The importance of getting a second opinion on your retirement plan from a qualified professional.
Get your FREE Income Plan Review!
See omnystudio.com/listener for privacy information.
177 एपिसोडस
साझा करें
