In this episode of Money Moves, hosts Josh and Jared explore the concept of 'stealth wealth'—the idea that true wealth often goes unnoticed and is characterized by modest living and financial prudence. They discuss the psychology behind wealth, the influence of social pressure on spending habits, and the importance of having a solid retirement plan. The conversation also touches on the impact of impulse buying, emotional spending, and the necessity of a customized financial strategy to navigate retirement successfully. Real-life scenarios illustrate the challenges retirees face, emphasizing the need for careful planning and consideration of long-term financial realities.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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On this edition of Money Moves the conversation explores effective year-end financial strategies for retirees and pre-retirees, focusing on tax planning methods that can enhance retirement savings and reduce tax liabilities. Hosts Josh McEachin and Jared Garfield discuss other key topics including required minimum distributions (RMDs), gifting strategies, and overlooked deductions that can significantly impact financial well-being.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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In this episode of Money Moves, Josh McEachin and Jared Garfield discuss the evolving challenges retirees face today, including inflation, rising healthcare costs, and the emotional aspects of retirement. They emphasize the importance of proactive financial planning, addressing common concerns such as running out of money and the need for estate planning. The hosts provide insights into effective strategies for managing retirement income, understanding spending needs, and ensuring a secure financial future. They also highlight the significance of having a purpose in retirement and the role of professional guidance in navigating these complexities.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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In this episode of Money Moves, Josh McEachin and Jared Garfield discuss the critical importance of having a structured retirement plan to alleviate financial stress. They explore outdated retirement strategies, the significance of maximizing 401(k) contributions, and provide real-life scenarios to illustrate effective retirement planning. The conversation emphasizes the need for personalized financial strategies and the value of professional guidance in navigating retirement complexities.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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On this episode of Money Moves, Josh and Jared discuss the importance of personalized retirement planning, addressing emotional blocks to spending, and modernizing retirement strategies to adapt to changing financial landscapes. They emphasize the need for dynamic withdrawal strategies and the significance of planning for longevity, including long-term care. The conversation also includes practical retirement scenarios, offering insights into how to navigate common challenges faced by retirees.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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This week on Money Moves with Josh McEachin and Jared Garfield discuss the five pillars of retirement planning: income, investments, taxes, healthcare, and estate planning. They emphasize the importance of proactive planning and the need for a customized approach to ensure financial security in retirement. Key topics include strategies for managing income and taxes, the impact of healthcare costs, the significance of estate planning, and the challenges of decumulation. The conversation also highlights real-life scenarios and solutions for common retirement concerns.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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This week on Money Moves the conversation with Josh McEachin and Jared Garfield explores the critical distinctions between saving and investing, emphasizing the importance of understanding when to utilize each strategy for optimal financial health. The hosts discuss the implications of inflation on savings, the evolving perception of retirement age, and the concept of phased retirement as a means to ease into retirement. They also address the mental health aspects of transitioning from work to retirement and provide practical scenarios to illustrate various retirement planning strategies.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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On this edition of Money Moves with Josh and Jared the conversation explores the critical phases of retirement planning, likening the journey to the experience of listening to a vinyl record. The hosts discuss the importance of proactive planning during the 'go-go years' of retirement, the transition to a slower-paced 'side B', and the various challenges retirees face, including healthcare costs, lifestyle inflation, and the need for legacy planning. They emphasize the significance of intentional spending, tax efficiency, and maintaining purpose in retirement, while also addressing real-life scenarios that retirees may encounter.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

See omnystudio.com/listener for privacy information.