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Smart Money Moves for your First 5 Years of Retirement
Episode 43

Smart Money Moves for your First 5 Years of Retirement

Elevate Your Wealth with Mark Stimpson and Casey Elkins · Mark Stimpson, Casey Elkins

June 9, 202350m 46s

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Show Notes

On this week’s program we will discuss some smart money moves the first 5 years of retirement. Debt ceiling and rising inflation are dominating the headlines, how will this impact you while you plan for retirement? How would you like guaranteed income for life? We will discuss. 

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Topics

RetirementRetirefinanceInvestbudget401kTSP403bIRAstockbondmoneymarketplaneducationmedicaremortgageRMDrequiredminimumdistributionsocialsecuritytaxlongtermcareinsuranceriskincomevolatilityadvisoradviser