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Busting Retirement Planning Myths

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Manage episode 418032035 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber 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.

Do you think you can just live on Social Security income? Do you think you'll have more than enough to retire if you just save to your 401(k) match? Or maybe you've wondered if Medicare will cover all your health care costs. On this episode of America's Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to explain why those viewpoints are retirement planning myths.

Retirement Plan Checklist: https://bit.ly/3JVcvcs

Financial Planning Tool: https://bit.ly/3UuyA6N

Meet with Us: https://bit.ly/3QDJRAB

A Summary of the 2024 Annual Reports: https://www.ssa.gov/oact/TRSUM/

Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y

Following the Fed with Andrew Opdyke: https://youtu.be/1aO1UpAuXWE

Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk

Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ

Retirement Planning in Your 50s: https://youtu.be/4DHAs9DZyFQ

Retirement Planning in Your 60s: https://youtu.be/1SkyaFnzqV8

5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B

  continue reading

301 episodes

Artwork
iconShare
 
Manage episode 418032035 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber 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.

Do you think you can just live on Social Security income? Do you think you'll have more than enough to retire if you just save to your 401(k) match? Or maybe you've wondered if Medicare will cover all your health care costs. On this episode of America's Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to explain why those viewpoints are retirement planning myths.

Retirement Plan Checklist: https://bit.ly/3JVcvcs

Financial Planning Tool: https://bit.ly/3UuyA6N

Meet with Us: https://bit.ly/3QDJRAB

A Summary of the 2024 Annual Reports: https://www.ssa.gov/oact/TRSUM/

Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y

Following the Fed with Andrew Opdyke: https://youtu.be/1aO1UpAuXWE

Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk

Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ

Retirement Planning in Your 50s: https://youtu.be/4DHAs9DZyFQ

Retirement Planning in Your 60s: https://youtu.be/1SkyaFnzqV8

5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B

  continue reading

301 episodes

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