On this week's show we discuss adjustments you can make on your way to retirement to avoid big mistakes. Important to know your retirement numbers. We will go over the important ones to be aware of for sure. We also have 5 things you should be doing as you near retirement. 

If you have any questions about your retirement

call Choice Financial Services 405-896-5777.

Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRA

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On this week's show we start with Social Security and how important it is to your overall plan. Inflation is up and down and it will impact your retirement so plan for it. We will also go to school on Annuities. Annuity University class one starts right now.

If you have any questions about your own retirement

call Choice Financial 405-896-5777.

Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRA

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Proactive strategies for retirement you can apply well before one’s golden years. What kind of fees are you paying inside your portfolio? Do you even know what you're paying? We will discuss. Also this week we will go over common retirement myths that many people believe.

If you have any questions call Choice Financial 405-896-5777.

Retire, Plan, Save, Retirement, Planning, Saving, Taxes, 401K

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Everybody is different and your retirement plan needs to be customized to you. We will go over some strategies to bump up your retirement date. Spending in retirement can be a big adjustment for retirees. Will discuss a few ideas to help you loosen the purse strings.

If you have any questions call Choice Financial 405-896-5777.

Retirement, plan, planning, saving, 401K, IRA, Roth, Taxes

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More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss. Following the pandemic the retirement rules changed. We go over the old rule as well as how the rule changed. What does retirement look like if your spouse retires at different time? We will dive in.

If you have any questions about your retirement scenario

call Choice Financial 405-896-5777.

Retirement, Taxes, Planning, Saving, IRA, Roth, 401K, 

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On this week's planning for retirement when you are within 10 years of stepping away. People are leaving their jobs in record numbers so what should you do with your company retirement accounts? We discuss options for the old 401K. Number one fear for retirees is running out of money. We will discuss how to make your dollars last through retirement.

If you have any questions about your retirement

call Choice Financial Services 405-896-5777.

Retire, Savings, Planning, 401K, IRA, TSP, Taxes,

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On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? We will discuss rising inflation and the impact it will have on your retirement. We will also get into the different stages of retirement and how to prepare for them. 

If you have any questions about retirement call Choice Financial 405-896-5777.

Retirement, Planning, Saving, Roth, 403B, IRA

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On this week's show we talk distribution strategies that can help make your money last in retirement. Creating that income plan for retirement takes center stage this week as well. We will also get back to basics with simple steps that will help you on your way to that big retirement day.

If you have any questions about your retirement

call Choice Financial 405-896-5777.

Retirement, Savings, Planning, 401K, IRA, 403B, RMD, 

See omnystudio.com/listener for privacy information.