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Why When You Retire Matters

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Manage episode 391555295 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.

Whether it’s arriving at work, church, or one of your kids’ or grandchildren’s games or activities, being on time is always important. One thing that a lot of people look forward to about retirement is no longer being stressed out about showing up on time for work or specific work meetings. But believe it or not, being on time and retirement still go hand in hand. That’s partly because it matters when you retire.

A lot of planning that needs to be done for retirement is focused around timing. There’s a big misconception that all you need to do is save $X amount for retirement. Don’t get us wrong; how much you save and where you’re saving for retirement are very important. There’s just so much more that needs to go into retirement planning, including the timing of it. Let’s explain why it matters when you retire.

Tax Reduction Strategies: https://bit.ly/3RQVJQv

Retirement Plan Checklist: https://bit.ly/3RT0aKX

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

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

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

Roth vs. Traditional with Corey Hulstein CPA and Bud Kasper: https://youtu.be/ASEEO30DZfI?si=AboYGE25kmDFW171

HSA Tax Advantages with Marty James CPA: https://youtu.be/w7KHmts85oI?si=k0FKULe8Fb7K3AAW

Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 391555295 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.

Whether it’s arriving at work, church, or one of your kids’ or grandchildren’s games or activities, being on time is always important. One thing that a lot of people look forward to about retirement is no longer being stressed out about showing up on time for work or specific work meetings. But believe it or not, being on time and retirement still go hand in hand. That’s partly because it matters when you retire.

A lot of planning that needs to be done for retirement is focused around timing. There’s a big misconception that all you need to do is save $X amount for retirement. Don’t get us wrong; how much you save and where you’re saving for retirement are very important. There’s just so much more that needs to go into retirement planning, including the timing of it. Let’s explain why it matters when you retire.

Tax Reduction Strategies: https://bit.ly/3RQVJQv

Retirement Plan Checklist: https://bit.ly/3RT0aKX

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

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

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

Roth vs. Traditional with Corey Hulstein CPA and Bud Kasper: https://youtu.be/ASEEO30DZfI?si=AboYGE25kmDFW171

HSA Tax Advantages with Marty James CPA: https://youtu.be/w7KHmts85oI?si=k0FKULe8Fb7K3AAW

Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g

  continue reading

300 episodes

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