On this week’s show we will discuss potential threats to your retirement. How can the digital world be a threat? Make sure you account for “What if” scenarios and your retirement. 2022 is being compared to 2008! Keep your retirement on track during a bear market.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Recession, Planning, Bear, Market,
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On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.
If you have any questions about your retirement scenario
call Elite Income Advisors 800-653-8404.
Retirement, Retire, Inflation, Taxes, Plan, Planning,
See omnystudio.com/listener for privacy information.
On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404
Planning, SecureAct, Saving, Retirement, Inflation, Taxes,
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On this week’s edition we will discuss avoiding the “Tax Time Bomb” when it comes to your 401K’s and IRA’s. Can we learn from history? We look at retiree regrets from a 2021 survey conducted by Coventry Direct.
A real threat to retirement portfolios is rising interest rates and we will discuss.
If you have any questions pertaining to your retirement situation
call Elite Income Advisors 800-653-8404.
Retire, Savings, Growth, Taxes, Planning,
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A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022.
Can you have too much money in retirement? Probably not, but some retirees are finding they do have some excess cash even after all their bills are paid and are debt free. We’ve got some ways to share the wealth before you die.
We spend years building up the balance in our 401(k) but what happens to it after we retire? We’ll go over some choices of what you can do with that 401(k) .
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retire, Invest, Volatility, Market, Money, Planning,
See omnystudio.com/listener for privacy information.
On this week’s show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be hard to do, we have some to be aware of when it comes to your retirement planning.
If you have any questions concerning your retirement process
call Elite Income Advisors 800-653-8404.
Retire, Plan, Planning, Taxes, Roth, IRA,
See omnystudio.com/listener for privacy information.
On this edition we discuss the latest numbers from Transamerica. Little things you can do that will make a big difference in the long run. The game of chess is all about strategy and so is retirement planning, what’s your next move?
If you have any questions call Elite Income Advisors 800-653-8404.
Planning, Strategy, Retirement, Risk, Safety,
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On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?
We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.
If you have any questions about retirement planning
call Elite Income Advisors 800-653-8404.
Retirement, Savings, Planning, Roth, IRA, Annuity,
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Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.
If you have any questions concerning your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Recession, Inflation, Annuity, Plan, Planning,
See omnystudio.com/listener for privacy information.
Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today’s show, in times like these don’t panic, step back and assess the situation and your retirement plan.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,
See omnystudio.com/listener for privacy information.
On this week’s edition, recession fears loom large for retirees and pre-retirees. How can you weather the storm? Inflation is inching higher and this will impact retirement. Retirement is all about the numbers. We discuss the numbers you need to pay close attention too. Volatile markets make everybody nervous, we have 5 things you should be doing right now.
If you have any questions about your retirement situation
call Elite Income Advisors 800-653-8404
Retirement, Planning, Recession, Taxes, Social, Security,
See omnystudio.com/listener for privacy information.
On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may be damaging your retirement and how to change the behavior.
If you have any questions concerning your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Inflation, Planning, Invest, Safety,
See omnystudio.com/listener for privacy information.
On this week’s edition of the show, we discuss little things that can derail your retirement and suggest solutions. Tips for you in the form of small adjustments that can boost your ability to save for your retirement. Costly mistakes are looming everywhere that can impact your bottom line, We highlight several for you this week.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Savings, Planning, Diversified, Portfolio, Taxes, Social, Security,
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We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today’s program.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Recession, Savings, Risk,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss the top changes we see in retirement planning. We dive into “fees”, you’re going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Fees, Risk,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss three mistakes to avoid as you near retirement. What if you could retire earlier than planned? We discuss strategies that can help. Going from accumulation phase to distribution of funds can be a tough transition as you enter retirement and we will discuss tips to help you.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Strategies, Savings, Risk, Safety
See omnystudio.com/listener for privacy information.
On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid.
If you have any questions about your retirement situation
call Elite Income Advisors 800-653-8404.
Retirement, Savings, Inflation, Planning, Portfolio, Taxes,
See omnystudio.com/listener for privacy information.
On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. We will discuss the various stages of retirement and how to navigate them. Prashant talks about their "Retire Smart Roadmap" that they put together for people planning to retire.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Inflation, Taxes, Planning,
See omnystudio.com/listener for privacy information.
Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs.
If you have any questions about your retirement planning
call Elite Income Advisors 800-653-8404.
Retire, Wealth, Stocks, Market, Inflation, Taxes
See omnystudio.com/listener for privacy information.
On this week’s show what you can do right now to make sure you’re ready for retirement when that day arrives. The market is volatile, we will discuss areas of retirement planning that need to be addressed. Plus 5 big mistakes to avoid as you get close to retirement.
If you have any questions call Elite Income Advisors 800-653-8404.
Retire, Savings, Stock, Market, 401K, Taxes,
See omnystudio.com/listener for privacy information.
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