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Planning for the Retirement Life You Want with Client Circle guests Greg and Mary.
Episode 127

Planning for the Retirement Life You Want with Client Circle guests Greg and Mary.

Protecting Your Assets with Steve Shyman · Steve Shyman

October 7, 202351m 33s

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Show Notes

On this week's show we tackle planning for the retirement life you want. We will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement. We will also feature our Client Circle guests -Greg and Mary.

If you have any questions about your own call Wilsave Financial 833-945-7283.

Planning, Plan, Savings, Save, Taxes, 401K, Roth 

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Topics

RetirementRetirefinanceInvestbudget401kTSP403bIRAstockbondmoneymarketplaneducationmedicaremortgageRMDrequiredminimumdistributionsocialsecuritytaxlongtermcareinsuranceriskincomevolatilityadvisoradviser