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Retirement Planning in Your 40s

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Manage episode 415262324 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.

If you’re in your 40s, how many years do you think you have until retirement? So many people just assume that they might not be able to retire for another 20 years or so. But rather than making that assumption, tune into today’s show, as Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® explain how having a forward-looking financial plan can bring you more confidence, freedom, and time as you’re planning for retirement in your 40s.

Financial Planning Tool: https://bit.ly/3W4fOWa

Meet with Us: https://bit.ly/442YQJD

Retirement Plan Checklist: https://bit.ly/44mpOfx

Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=1OHfzp9fhNLScXKb

Retirement Planning in Your 30s:

Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc

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

Transitioning to Retirement in These 5 Steps: https://youtu.be/UI-baocZOBk

Preparing Your Successors: https://youtu.be/QCy95J-DS5o?si=IOruMDC9Fvf3t_12

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 415262324 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.

If you’re in your 40s, how many years do you think you have until retirement? So many people just assume that they might not be able to retire for another 20 years or so. But rather than making that assumption, tune into today’s show, as Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® explain how having a forward-looking financial plan can bring you more confidence, freedom, and time as you’re planning for retirement in your 40s.

Financial Planning Tool: https://bit.ly/3W4fOWa

Meet with Us: https://bit.ly/442YQJD

Retirement Plan Checklist: https://bit.ly/44mpOfx

Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=1OHfzp9fhNLScXKb

Retirement Planning in Your 30s:

Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc

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

Transitioning to Retirement in These 5 Steps: https://youtu.be/UI-baocZOBk

Preparing Your Successors: https://youtu.be/QCy95J-DS5o?si=IOruMDC9Fvf3t_12

  continue reading

300 episodes

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