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Retirement Planning in Your 60s

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Manage episode 416766509 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.

You're in the retirement red zone – your 60s. It’s time to put your plans in action! You’ve been working for your money for a LONG time, now it’s time for it to work for you. Planning for retirement doesn’t end when you retire, it’s an ongoing process, but knowing you have a plan can make all the difference.

Retirement Plan Checklist: https://bit.ly/3w81phh

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

Meet with Us: https://bit.ly/3wh47AT

Become a Rothaholic: https://bit.ly/4bjqc0F

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

03:48 – Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk

07:09 – Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q

08:36 – Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI

09:52 – Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y

12:09 – Financial Checklist for the Death of a Spouse: https://youtu.be/OrYPNk1KjN0

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

  continue reading

301 episodes

Artwork
iconShare
 
Manage episode 416766509 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.

You're in the retirement red zone – your 60s. It’s time to put your plans in action! You’ve been working for your money for a LONG time, now it’s time for it to work for you. Planning for retirement doesn’t end when you retire, it’s an ongoing process, but knowing you have a plan can make all the difference.

Retirement Plan Checklist: https://bit.ly/3w81phh

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

Meet with Us: https://bit.ly/3wh47AT

Become a Rothaholic: https://bit.ly/4bjqc0F

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

03:48 – Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk

07:09 – Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q

08:36 – Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI

09:52 – Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y

12:09 – Financial Checklist for the Death of a Spouse: https://youtu.be/OrYPNk1KjN0

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

  continue reading

301 episodes

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