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Vacation in Retirement - How to prepare and enjoy your permanent vacation

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Manage episode 425588783 series 3560779
Content provided by Regsitered Media and Game Changer Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Regsitered Media and Game Changer Wealth 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.

Drew Grunwald and Jerry Linebaugh discuss how retirees can plan for vacations and enjoy their retirement without worrying about running out of cash. They explore the difference between investments for growth and investments for income. They also discuss the benefits and risks of annuities as a source of guaranteed income. The conversation emphasizes the importance of diversifying income-producing assets and finding the right balance between preferred dividend paying stocks and annuities.

Disclaimer:

Tax services offered through Game Changer Tax. Insurance offered through licensed professionals at Game Changer Wealth. Investment Advisory services offered through Prostatis Group, LLC, dba Game Changer Wealth a Registered Investment Advisor. Investment services are provided only in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Prostatis Group. Prostatis Group does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Prostatis Group does not necessarily endorse or recommend any commercial product or service described at these websites. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Prostatis Group, LLC and its affiliates are not affiliated with the Social Security Administration or any other government agency.

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46 episodes

Artwork
iconShare
 
Manage episode 425588783 series 3560779
Content provided by Regsitered Media and Game Changer Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Regsitered Media and Game Changer Wealth 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.

Drew Grunwald and Jerry Linebaugh discuss how retirees can plan for vacations and enjoy their retirement without worrying about running out of cash. They explore the difference between investments for growth and investments for income. They also discuss the benefits and risks of annuities as a source of guaranteed income. The conversation emphasizes the importance of diversifying income-producing assets and finding the right balance between preferred dividend paying stocks and annuities.

Disclaimer:

Tax services offered through Game Changer Tax. Insurance offered through licensed professionals at Game Changer Wealth. Investment Advisory services offered through Prostatis Group, LLC, dba Game Changer Wealth a Registered Investment Advisor. Investment services are provided only in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Prostatis Group. Prostatis Group does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Prostatis Group does not necessarily endorse or recommend any commercial product or service described at these websites. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Prostatis Group, LLC and its affiliates are not affiliated with the Social Security Administration or any other government agency.

  continue reading

46 episodes

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