Summer Slowdown or Summer Opportunity? Mid-Year Moves That Can Strengthen Your Retirement
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Summer Slowdown or Summer Opportunity? Mid-Year Moves That Can Strengthen Your Retirement
-
ナレーター：
-
著者：
Summer is a time to relax—but your retirement plan shouldn't take a vacation.
In this episode of The Retirement Income for Life Show, Doug Vincent explains why June and July are some of the most important months of the year for retirement planning. From reviewing your investment strategy and insurance coverage to planning for Medicare, estate documents, and even holiday spending, Doug shares practical mid-year strategies that can help you stay on track for long-term financial security.
If you're retired or approaching retirement, this episode will help you avoid costly procrastination and make the most of the next 60 days.
To schedule your complimentary consultation, visit RetirementIncome4Life.com or call 301-242-3950.
---
Listeners can schedule a complimentary consultation or download the free Retirement Income for Life Survival Kit at RetirementIncome4Life.com or by calling 301-242-3950.
---
Download Your Free Retirement Income Survival Kit or Contact us at: RetirementIncome4Life.com
Listen on the air: WMMJ, Saturdays 6:00 - 7:00 AM
Schedule a free strategy session for YOUR retirement: https://calendly.com/wdvince/retirement-income-for-life-strategy-session
Chapters- (00:00:00) - Doug Vincent on Retirement Income for Life
- (00:00:59) - Summer Money: Summer Slowdown or Summer Opportunity?
- (00:03:33) - Summer Money: Do Your Financial Plans Stall?
- (00:04:37) - Why Early Planning Lower Holiday Stress
- (00:05:12) - Summer Financial Planning
- (00:11:16) - Separation of Returns Risk for Retired People
- (00:18:07) - Zoom Meeting
- (00:19:43) - Mid-Year Retirement Planning
- (00:23:17) - June is a good time to reassess your retirement plan and invest
- (00:25:16) - Summer Estate Planning: Do Your Plans Need to Be Updated?
- (00:28:54) - Bobby Bonilla's Contract and Retirement Income Planning
- (00:31:44) - Life and Disability Insurance, Mid-Year Checkup
- (00:36:55) - Medicare Premiums and IRMAA surcharges
- (00:44:26) - Christmas in July: Financial Planning for the Holidays
- (00:47:21) - Christmas in July: Do You Plan for Retirement?
- (00:55:41) - Christmas in July
- (00:56:40) - Retirement Income for Life
- (00:58:39) - Life Insurance and Retirement Planning