In this episode of Financial Fuel, host Trent Miles discusses essential aspects of retirement planning, including common myths, the importance of timing, tax implications, and the impact of inflation. The conversation also highlights mistakes made by the ultra-wealthy, the significance of understanding hidden fees, and considerations for long-term care. Trent emphasizes the need for a customized retirement plan to ensure financial security and peace of mind.

If you have any questions about your own retirement call Trent Miles 800-893-1719

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In this episode of Financial Fuel, Trent Miles discusses the essential principles for achieving retirement success, emphasizing the importance of staying invested, healthcare planning, guaranteed income, and living with purpose. The conversation also delves into the complexities of retirement planning, including the implications of required minimum distributions (RMDs), the impact of Medicare means testing, and the significance of inheritance rules. Additionally, Trent highlights the advantages of Roth accounts and health savings accounts, while addressing outdated retirement rules like the 4% withdrawal rule. The episode concludes with a focus on lifestyle planning and the integration of faith in financial strategies.

If you have any questions about your own retirement call Trent Miles 800-893-1719

or click here to visit our website.

Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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On this episode of Financial Fuel we dive deep on annuities. If you have an annuity that you purchased before 2022 it may be time to check and see if it is still a good fit for your portfolio. Our host Trent Miles breaks down the different types of annuities as well as the benefits that come with them. Education is key when considering different products for your portfolio. Gather as much information as you can so you can make an informed decision.

If you have any questions about your own retirement call Trent Miles 800-893-1719

or click here to visit our website.

Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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In this episode of Financial Fuel, Trent Miles discusses the evolving landscape of retirement planning, emphasizing the importance of adapting strategies to meet modern challenges. Key topics include the increasing longevity of retirees, rising healthcare costs, the financial implications of long-term care, and the volatility of investment portfolios. Trent also addresses the realities of Social Security, the necessity of tax planning, and the impact of inflation on retirement savings. The conversation highlights common withdrawal mistakes and the importance of having a comprehensive written plan to ensure financial security in retirement.

If you have any questions about your own retirement call Trent Miles 800-893-1719

or click here to visit our website.

Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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In this episode of Financial Fuel, Trent Miles discusses the importance of not just saving for retirement, but also how to effectively withdraw funds from retirement accounts to minimize taxes and maximize income. The conversation covers various retirement accounts, the significance of timing social security, strategies to avoid tax pitfalls, and the rising costs of long-term care. Trent emphasizes the need for a comprehensive retirement plan that includes tax strategies, income planning, and legacy considerations.

If you have any questions about your own retirement call Trent Miles 800-893-1719

or click here to visit our website.

Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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In this episode of Financial Fuel, host Trent Miles discusses the resilience of the US stock market and the importance of maintaining a stake in equities for long-term financial health. The conversation covers various investment strategies, including diversification beyond tech stocks, the significance of consumer sentiment and spending trends, and the implications of valuation considerations in the current market. Additionally, Trent highlights the benefits of Roth IRAs and the necessity of regular evaluations of retirement plans, especially one year into retirement. The episode concludes with real-life scenarios that illustrate the importance of tailored financial strategies for individual circumstances.

If you have any questions about your own retirement call Trent Miles 800-893-1719

or click here to visit our website.

Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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In this episode of Financial Fuel, Trent Miles discusses the critical steps in finding the right financial advisor for retirement. He emphasizes the importance of trust, understanding advisor compensation, and being cautious of online financial advice. The conversation also highlights the unique retirement needs of women and the role of education in financial planning. Finally, Trent addresses various retirement scenarios, providing insights on how to balance enjoying retirement while leaving a legacy for future generations

If you have any questions about your own retirement call Trent Miles 800-893-1719

or click here to visit our website.

Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

See omnystudio.com/listener for privacy information.

In this episode of Financial Fuel, Trent Miles discusses the critical aspects of retirement planning, emphasizing the importance of having a written plan. He debunks common myths surrounding retirement, such as the belief that it's too late to start planning or that Medicare will cover all healthcare costs. The conversation also covers essential pillars of retirement planning, including fees, risk management, taxes, and income strategies.

If you have any questions about your own retirement call Trent Miles 800-893-1719

or click here to visit our website.

Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

See omnystudio.com/listener for privacy information.