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Learn About 2024's Financial Strategies for Retirement

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Manage episode 407499673 series 3561292
Content provided by Impact Partnership and Abe Abich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Abe Abich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

How much money do you need to be happy? Baby Boomers say $124K annually, while Millennials want more than a $500,00 each year! But one thing all generations agree on: having a financial plan can help bring a sense of security.

On this episode, Abe shares what we can anticipate in 2024. Whether you're nearing retirement or already enjoying it, Abe shares actionable steps for tax planning, insights into market dynamics, and the significance of guaranteed income in retirement.

We also discuss the impact of inflation and how future interest rate cuts could affect opportunities on investments like CDs, Money Markets, treasuries, and annuities.

Take control of your retirement journey - Visit TheRetirementKey.com for a complimentary portfolio X-ray and personalized insights.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Retirement Key Podcast (ABE) (00:00:00)

218 episodes

Artwork
iconShare
 
Manage episode 407499673 series 3561292
Content provided by Impact Partnership and Abe Abich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Abe Abich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

How much money do you need to be happy? Baby Boomers say $124K annually, while Millennials want more than a $500,00 each year! But one thing all generations agree on: having a financial plan can help bring a sense of security.

On this episode, Abe shares what we can anticipate in 2024. Whether you're nearing retirement or already enjoying it, Abe shares actionable steps for tax planning, insights into market dynamics, and the significance of guaranteed income in retirement.

We also discuss the impact of inflation and how future interest rate cuts could affect opportunities on investments like CDs, Money Markets, treasuries, and annuities.

Take control of your retirement journey - Visit TheRetirementKey.com for a complimentary portfolio X-ray and personalized insights.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Retirement Key Podcast (ABE) (00:00:00)

218 episodes

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