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Investing Strategies for 60-Somethings pt. 2

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Manage episode 178542212 series 1091548
Content provided by Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds 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.

Assessing Where You Are on the Economic Freedom Scale

Where are you on your path toward achieving economic freedom? Do you know how to assess your progress? In this week’s kickoff segment, I give you a list of questions you can ask yourself that will help you hone in on just where you are… and help you get to where you want to be. If you want some great ideas to help get you thinking about this subject, this segment is a must.

You Made It to Your 60s, Part II

You’re in your 60s now, and that means you’re either retired or thinking about how and when you will retire. At this stage in life, you also must have a number of critical legal and financial documents in place. An estate plan, a will, a living trust, power of attorney, medical directives, etc. You also must have a sustainable financial plan in place to help you navigate your retirement. In our second segment, I present Part II of our series on wealth strategies for those in their 60s.

Answering Listener Emails

I received a lot of emails about Part I of our wealth strategies for those in their 60s segment, including questions such as: Should you take a lump sum pension payout? At what age should you start taking Social Security? Will those benefits be taxed and/or means tested in the future? How should you invest in retirement? These are just some of the great inquiries I received, and that I answer, in today’s final segment. Plus, are you in search of help? We can help.

  continue reading

99 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on May 05, 2019 01:41 (5+ y ago). Last successful fetch was on October 30, 2018 21:04 (6y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 178542212 series 1091548
Content provided by Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds 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.

Assessing Where You Are on the Economic Freedom Scale

Where are you on your path toward achieving economic freedom? Do you know how to assess your progress? In this week’s kickoff segment, I give you a list of questions you can ask yourself that will help you hone in on just where you are… and help you get to where you want to be. If you want some great ideas to help get you thinking about this subject, this segment is a must.

You Made It to Your 60s, Part II

You’re in your 60s now, and that means you’re either retired or thinking about how and when you will retire. At this stage in life, you also must have a number of critical legal and financial documents in place. An estate plan, a will, a living trust, power of attorney, medical directives, etc. You also must have a sustainable financial plan in place to help you navigate your retirement. In our second segment, I present Part II of our series on wealth strategies for those in their 60s.

Answering Listener Emails

I received a lot of emails about Part I of our wealth strategies for those in their 60s segment, including questions such as: Should you take a lump sum pension payout? At what age should you start taking Social Security? Will those benefits be taxed and/or means tested in the future? How should you invest in retirement? These are just some of the great inquiries I received, and that I answer, in today’s final segment. Plus, are you in search of help? We can help.

  continue reading

99 episodes

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