Welcome to Episode Five of Financial Action Stories. Today, you'll meet Max, a director of nursing for a healthcare company who recently graduated with his MBA. Although he has been focused on his long-term financial goals for years, the birth of his son has made him also consider his short-term goals. Max shares what he considers to be the most important thing he is doing to reach his dream retirement. http://spr.ly/60499YTOx
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How do you create a great retirement while honoring and caring for your child with special needs who will most likely live beyond your years? In this episode, Matt from Haystack Financial Planning joins me to explore this question. Thanks Matthew Ricks, Certified Financial Planner!
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Are you prepared for retirement? In our latest episode, certified financial planner Jennifer Johnson from Three Magnolias Financial Advisors delves into the financial challenges facing America's 60-year-olds. With insights from a compelling Wall Street Journal article, Jennifer explains why many are staring at financial peril and what you can do to avoid the same fate. LISTEN: https://lnkd.in/efA-4tGB
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We get a lot of great questions from listeners and people we meet out in the general public. We'll answer some of the hot ones on this episode. Click the link below to find out what you missed on my radio show! #retirement #success #financialplanning #retirementplanning #financialfreedom #retirementincomeshow #ris #michaeleasthamplanning
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🚀Planning for Every Stage of Life! 💡 As a former nurse, I understand the challenges of navigating retirement decisions. At 300 Financial Group, we're here to walk with you step by step, ensuring a comprehensive plan for every possible scenario in your financial journey. DM me to secure your future with expert guidance. 💼✨ #FinancialPlanning #ComprehensiveGuidance #300FinancialGroup 🌟
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Welcome to another episode of Financially Fit Radio with Cory Sickles! Today, we explore common financial regrets among retirees and provide actionable advice to help you avoid them, ensuring a comfortable and secure retirement. Cory discusses the importance of early planning, the right investment strategies, and managing healthcare costs effectively. Whether you're approaching retirement or already there, this episode is packed with insights to help you refine your financial strategy. Timestamps: (00:00) Introduction to Financially Fit Radio (01:08) Welcome & Overview of today's topic (02:01) Common financial regrets and how to avoid them (05:51) Discussing the impact of not saving enough (09:25) The consequences of underestimating expenses and healthcare costs (13:14) The importance of timely Social Security decisions (16:18) Handling healthcare costs in retirement (19:02) Strategic tax planning for retirees (23:49) Estate planning: Ensuring your affairs are in order If you have any questions or need personalized advice, we’re here to help. Schedule a complimentary consultation today! 👉 Call us at 614-760-0670 👉 Visit us online at SafeHarbor.com Don't forget to subscribe to our YouTube channel and check out more episodes of Financially Fit Radio for additional financial guidance! Let us know your thoughts on the topics discussed or give us any feedback to make the future episodes better! #FinancialPlanning #RetirementPlanning #WealthManagement #EstatePlanning #LegacyPlanning #FinancialAdvice #FinancialEducation #MoneyManagement #InvestmentStrategies #Trusts #Wills #Probate #FinancialAdvisor #SafeHarbor #CorySickles #Taxes #Inheritance #IRA #401k #LifeInsurance #FamilyLegacy #FinancialSecurity #FuturePlanning #FinanciallyFitRadio #SocialSecurity #ohio #centralohio #columbusohio #Turning65
Avoiding Financial Regrets in Retirement | Financially Fit Radio
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As a small business owner, giving presentations or speeches isn’t out of the realm of possibility. Here are five tips from Jason Kelce’s retirement speech that could help you the next time you speak to an audience. 1. Share relatable anecdotes in detail 2. Thank non-obvious people 3. Articulate the “why” 4. Routinely pause 5. Go into detail about those who matter #SmallBusiness #PublicSpeaking #BusinessTip https://ow.ly/IikG30sARa1
The Brilliance of Jason Kelce’s Retirement Speech
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Navigating finances early in your career can set the stage for long-term stability. In this new episode, Melissa Olson, Head of Wealth Education at Johnson Financial Group, covers essential topics like distinguishing needs from wants, goal setting, balanced spending and the importance of early retirement savings and emergency funds. Plus, insights on managing debt and the value of open money talks. Tune in today! https://ow.ly/j9HI50SBEFy #yourmoneyyourmission
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We all want to be retired! That is what I want to be when I grow up. It's not just about 401(k)s and health care costs. Listen to this episode of #YourLifeSimplified to learn about some of the non-financial aspects of retirement you should consider. https://bit.ly/3U5eMrL
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ClearPath Financial Partners, President Ryan Kittredge, CFP®, talks about retirement. In this podcast he talks about how to avoid some of the common pitfalls as you approach retirement. He says you need to have a plan ready for where you are in life. Investments can be different ten years, five years and two years out from retirement. Talk of the Commonwealth #retirement https://lnkd.in/gFwDfGgs
ClearPath Financial's Retirement Planning Tips and Common Pitfalls
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The latest episode of “Your Money. Your Mission” with Melissa Olson is another great listen especially for those looking to better understanding the fundamentals of your finances. #Finance #YourMoneyYourMission
Navigating finances early in your career can set the stage for long-term stability. In this new episode, Melissa Olson, Head of Wealth Education at Johnson Financial Group, covers essential topics like distinguishing needs from wants, goal setting, balanced spending and the importance of early retirement savings and emergency funds. Plus, insights on managing debt and the value of open money talks. Tune in today! https://ow.ly/j9HI50SBEFy #yourmoneyyourmission
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