Retirement Strategy

Exit Planning for Business Owners

Are you a business owner who’s ever wondered about the best way to exit your venture when the time comes? You’re not alone. Exit planning is a critical yet often overlooked aspect of entrepreneurship. Today we’ll try to help unravel the com-plexities of exit planning and discuss the different options most people consider when it comes time to sell the business.

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Retirement Questions That Baby Boomers & Gen X Are Asking

Each generation is currently navigating a unique part of the retirement planning experience. With many Baby Boomers preparing for the transition into retirement and Generation X close behind, these two generations are asking a handful of financial planning questions.

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Preparing for the Noisy Year Ahead

For those who are fortunate enough to generate significant wealth for their family, trying to preserve that wealth for multiple generations is often a much greater challenge. It takes much more than smart investing and asset management to create and sustain family wealth.

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Money Mistakes You’ll Regret and How to Avoid Them

Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don’ts to ensure your money works for you, not against you.

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Retirement: Ready Or Not, Here It Comes

Are you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

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Countdown Clarity: Timing Your Retirement Preparations

From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each.

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Ep 52: Retirement Expenses For Which You Forgot To Plan

  We’re willing to bet there are some retirement expenses that you may have forgotten to plan for. But don’t worry, we’re here to help you see the things you might initially overlook. If you’re preparing for retirement, we want to make sure you feel confident that you have every expense taken care of. There…

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Ep 51: The Incomplete Financial Plan

  Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete….

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Ep 49: Back To Basics – Understanding Income Planning

  Do you understand the basics of income planning? It’s important that you know this topic well and understand how it fits into your overall retirement plan. Why is income planning so important for retirement? We’ll share the 10 states where $1 million in retirement savings will run out the fastest, which will show you…

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Ep 40: Should You Follow These Popular Retirement Rules of Thumb?

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.

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