retirement investment

In this episode, the Big Picture in Practice podcast breaks down retirement spending and saving trends.

KC Boas, the head of retirement marketing at BlackRock, shares her outlook on emerging retirement solutions including:

• Life expectancy and retirement planning.
• Access and inclusion issues in retirement.
• Secure Act 2.0 and retirement.

You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

Additional resources:
Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
Check out our blog: https://www.morningstar.com/views/podcasts/big-picture-in-practice/retirement-savings-spending-trends](https://www.morningstar.com/views/podcasts/big-picture-in-practice/retirement-savings-spending-trends)
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Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

Retire with Confidence! Introducing "Michigan's Retirement Coach," podcast- a thought-provoking podcast designed to guide you towards a fulfilling and financially secure retirement. Join Mike Douglas and his engaging series as he draws upon expert insights from the trusted financial advisors at LifePlan Wealth to help you navigate the complexities of retirement planning in Michigan and beyond.

Discover practical strategies, insider tips, and personalized advice tailored specifically for Michigan residents seeking to maximize their retirement potential. From optimizing your Social Security benefits to smart investment strategies and tax planning, each episode is packed with actionable information to empower you on your retirement journey.

Explore topics such as:

- Creating a comprehensive retirement roadmap that aligns with your unique goals and aspirations. Optimizing your investment portfolio to generate steady income and mitigate risk.

- Navigating the ever-changing landscape of Social Security and Medicare.

- Uncovering lesser-known retirement planning strategies for tax efficiency.

- Overcoming common financial pitfalls and unexpected challenges in retirement.

Whether you're just starting your retirement planning or are already enjoying your golden years, "Michigan's Retirement Coach" is your trusted companion on the path to financial independence and a worry-free retirement. 

Subscribe now and join the growing community of Michigan residents taking charge of their financial future. Visit www.lifeplanwealth.com for additional resources and personalized retirement planning services.

See omnystudio.com/listener for privacy information.

Join Mike at Life Plan Financial Design as he discusses the psychology behind retirement choices and shares inspiring stories of real clients with diverse retirement dreams.

In this episode of the Michigan's Retirement Coach Podcast, Mike Douglas explores the significance of understanding and planning for the life you envision during retirement.

Discover how identifying your goals and aspirations can help build a comprehensive retirement plan that aligns with your vision. Begin the conversation today by visiting LifePlanWealth.com and start creating your personalized retirement road map.

Don't settle for just financial planning; aim for a fulfilling future. Reach out to Mike and his team today at LifePlanWealth.com. Follow on Facebook and subscribe YouTube.

See omnystudio.com/listener for privacy information.

Are you getting closer to retirement and have very little to show for it? Perhaps you can relate to Jim. He was 64 with very little saved up and needing to play catch up with his retirement. In this podcast you will learn Jim's story and how just one commercial real estate deal has him sitting pretty, providing passive income and enabling him to enjoy life while still being productive.

Discover how to maximize your retirement investments so that you get safety, growth, cash flow, tax breaks AND control all at the same time through Commercial Real Estate Investing. You can have your cake and eat it too! It requires stepping out the box of stock, bonds and mutual funds and investing in commercial real estate directly.