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A Good Monthly Retirement Income & Questions to Ask Your Financial Advisor- March 1, 2025
- 2025/03/01
- 再生時間： 58 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of "On the Money with Jerry and Nick Royer," hosts Jerry and Nick dive into the essential strategies for securing a comfortable and sustainable retirement. The discussion kicks off with insights from the Bureau of Labor Statistics on average expenses for those 65 and older, emphasizing the importance of tailoring retirement plans to individual lifestyles and financial goals. The Royers highlight the significance of picturing your ideal retirement and developing a realistic spending plan that accounts for all facets of your current expenses.
The episode further explores the various risks retirees face, such as inflation, longevity, and changes to social security. Jerry and Nick stress the importance of diversification, not only in terms of assets but also taxes. They break down the three critical tax buckets—tax now, tax later, and tax never—providing practical examples and strategies to optimize each. Listeners are guided through the process of creating a tax-efficient retirement plan that ensures more of their hard-earned money stays in their pockets rather than going to the government. If you've been trying to figure out the best way to prepare for retirement amidst economic uncertainties, this episode is a must-listen.
For more information about Nick & Jerry Royer and the Group 10 Financial Team, visit https://group10financial.com/
The episode further explores the various risks retirees face, such as inflation, longevity, and changes to social security. Jerry and Nick stress the importance of diversification, not only in terms of assets but also taxes. They break down the three critical tax buckets—tax now, tax later, and tax never—providing practical examples and strategies to optimize each. Listeners are guided through the process of creating a tax-efficient retirement plan that ensures more of their hard-earned money stays in their pockets rather than going to the government. If you've been trying to figure out the best way to prepare for retirement amidst economic uncertainties, this episode is a must-listen.
For more information about Nick & Jerry Royer and the Group 10 Financial Team, visit https://group10financial.com/