Do’s & Don’ts of Retirement Planning

On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement. 

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension, 

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On this week's Plan Today Own Tomorrow, Garry recounts the firms trip to Nashville. Also today what steps should you be taking to strengthen your finances in the new year?  Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us. 

If you have any questions call Guardian Investment Advisors 800-517-1575

or click here to visit our website.

Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes

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Coming up on this week's show, is it time to breakup with your current advisor? We will discuss by starting the conversation with Tiger Woods and the split with Nike. We will dive into signs that may indicate it's time to consider a change. 

If you have any questions call Guardian Investment Advisors 800-517-1575

or click here to visit our website.

Retirement, Planning, Roth, IRA, TSP, Saving, Taxes

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Coming up on this week’s show we will go over an important piece of your retirement planning puzzle, the estate plan. What goes into a complete estate plan? We will discuss the ingredients to a solid estate plan. We will also cover the worst retirement advice and what to do if you are following it. 

If you have any questions concerning your retirement call

Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Retire, Plan, Budget, Save, Taxes, Roth, 401K, Pension

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On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement. 

If you have any questions concerning your own retirement scenario call Guardian Investment Advisors 800-517-1575 or click here to visit the website.

Retiring, Planning, Saving, 401K, Roth, IRA, TSP, 403B

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On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement.

We will give you some memorable quotes from the game of football and how we can apply that to retirement. Retire like a champ in 4 easy steps.

If you have any questions call Guardian Investment Advisors

800-517-1575 or click here to visit the website.

Retire, Save, Plan, Taxes, 401K, Roth, Healthcare

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On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Exchanging risk in return for income is a goal in retirement and we will dive into this subject answering the key questions.

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575 or click here.

Retirement, Risk, Planning, Taxes, Saving, 401K, Roth

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On this week’s show we will discuss the “Un-bucket” list and why you may want to avoid this list if you can. Retirement with a partner can be seamless, but it will take a plan and teamwork. We will discuss getting on the same page for retirement as a couple. How do you know if you’re ready for retirement? We will reverse engineer it by highlighting things that you may be doing that could keep you from retiring.

If you have any questions call Guardian Investment Advisors 800-517-1575

or click here to visit their website.

Retire, Save, Taxes, Plan, IRA, Roth, Healthcare

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On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year?  Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us. 

If you have any questions call Guardian Investment Advisors 800-517-1575.

Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes

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On this week’s show will discuss mistakes you could make in retirement planning and how to avoid them. Is your portfolio stressed? If so how do you relieve the pressure? We will dive in. We have steps to take to make sure you are ready to retire.

If you have any questions about your retirement

call Guardian Investment Advisors 800-517-1575.

Retirement, Saving, Planning, Taxes, Roth, IRA, Healthcare

See omnystudio.com/listener for privacy information.