Artwork

Content provided by Financial Symmetry, Chad Smith, and Mike Eklund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Symmetry, Chad Smith, and Mike Eklund 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.
Player FM - Podcast App
Go offline with the Player FM app!

Decision Making in the Middle Years of Retirement, Ep #216

24:18
 
Share
 

Manage episode 419249841 series 1391181
Content provided by Financial Symmetry, Chad Smith, and Mike Eklund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Symmetry, Chad Smith, and Mike Eklund 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.

Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps?

This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best to spend or give the wealth you've worked hard to accumulate.

Listen in to hear about the financial and tax moves that we see most commonly used during the middle years of your retirement.

📬 Sign up for the Advisor Corner Newsletter here and receive our Retire On Purpose Guide.

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

  continue reading

227 episodes

Artwork
iconShare
 
Manage episode 419249841 series 1391181
Content provided by Financial Symmetry, Chad Smith, and Mike Eklund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Symmetry, Chad Smith, and Mike Eklund 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.

Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps?

This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best to spend or give the wealth you've worked hard to accumulate.

Listen in to hear about the financial and tax moves that we see most commonly used during the middle years of your retirement.

📬 Sign up for the Advisor Corner Newsletter here and receive our Retire On Purpose Guide.

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

  continue reading

227 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide