How To Successfully Climb The Retirement Mountain

January 4, 2024

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down.

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down.

We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirement journey. Join us as we gear up with some smart strategies and insights, making sure you reach the top and enjoy the view!

At the end of the episode, Frank provides advice on securing cash for closing on a home without resorting to a substantial IRA withdrawal.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:50 – Preparing For the Climb

5:55 – The Ascent

9:30 – Base Camps

12:00 – The Summit

15:25 – Descending Safely

19:53 – Favorite Sushi

22:15 – Listener Question

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Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.

Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.

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