Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Steering Clear of Retirement Stress
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
The Best Kept Secret in 401(k)s
Patience Pays: The Power of Delayed Gratification (Part 2)
Patience Pays: The Power of Delayed Gratification (Part1)
Best Practices for Cyber Security
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Building An Estate Plan With No Regrets
Mastering Retirement Cash Flow (Part 2): Understanding Income
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
The 5 Biggest Money Mistakes In Retirement Planning
Dismantling 2023’s Top Social Security Myths
Retirement Expenses For Which You Forgot To Plan
How the Government Debt Ceiling Affects Retirement
SECURE Act 2.0 - Retirement Changes to Know About
The Top 5 401(k) Mistakes You Need To Avoid
Making Smart Decisions During Major Life Events
Warning Signs: How to Spot Problems in Your Financial Life
Retirement Planning From A Psychologist’s Point Of View
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