Retiring Right!

E 16 - Traditional Retirement Accounts & Taxes (Part II)

A continuation of a prior episode to piggyback on the conversation we had about these commonplace retirement accounts and how, looking through a tax-focused lens, they impact your overall retirement income. You can give away tens of thousands or even hundreds of thousands of dollars to your "Silent Partner" - The Government! We can give you sound tax-strategies to reduce or eliminate your taxes in retirement so that you get to keep most or all of your money when you need it most! You can live the retirement of your dreams! It just takes the right plan and sticking to that plan! As always, I'd advise you to reach out to myself or another trained professional to "take you by the hand" and show you how to get there. Not only can you retire (even if you're behind), but you can even Retire Right!!! Jeff Sedlitz, LUTCF | President Family Tree Financial Group JSedlitz@FamilyTreeFG.com (904) 657-0896 For more information contact us at: info@FamilyTreeFG.com or call us : (904) 657-0896. I am always here to help! Let's get you Retiring Right! Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support! https://podcasters.spotify.com/pod/show/jeff-sedlitz/support #retiringright #retirement #financialfreedom #financialplanning #retire #financialindependence #familytreefinancialgroup

E 15 - Choices (Part 1)

In today's message - Choices (Part 1) I wanted to introduce the reality that with retirement planning there are so many choices to make! You have to make important choices regarding where to live, whether or not to "down-size", how much to save, where to save it, at what age to retire, at what age to begin Social Security, how to take money out of your traditional retirement accounts, choices regarding your health and well-being, how to have balance enough to enjoy the retirement life that you've always dreamt of! You can live the retirement of your dreams! That's another choice! Then, I'd advise you to reach out to myself or another trained professional to "take you by the hand" and show you how to get there. Not only can you retire (even if you're behind), but you can even Retire Right!!! Jeff Sedlitz, LUTCF | President Family Tree Financial Group JSedlitz@FamilyTreeFG.com (904) 657-0896 For more information contact us at: info@FamilyTreeFG.com or call us : (904) 657-0896. I am always here to help! Let's get you Retiring Right! Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support! https://podcasters.spotify.com/pod/show/jeff-sedlitz/support #retiringright #retirement #financialfreedom #financialplanning #retire #financialindependence #familytreefinancialgroup

E 14 - F.E.A.R. = Face Everything And Rise!

In short, today's message is - Don't let "fear" stop you from living the retirement life that you've always dreamt of! You can live the retirement of your dreams! Make the decision to and then reach out to myself or another trained professional to "take you by the hand" and show you how to get there. Not only can you retire (even if you're behind), but you can even Retire Right!!! Jeff Sedlitz, LUTCF | President Family Tree Financial Group JSedlitz@FamilyTreeFG.com For more information contact us at: info@FamilyTreeFG.com or call us : (904) 657=0896. We're here to help! Let's get you Retiring Right! Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support! https://podcasters.spotify.com/pod/show/jeff-sedlitz/support

E 12 - Outlets Options

Everyone should have an outlet - that thing that when they do it, they can release their energy and feel great! Outlets, hobbies, interests, passions, etc. are so important to staying fulfilled, vibrant. The other word in the title was Options. I also feel that everyone should create the option to retire for themselves. YOYO stands for You're On Your Own! Meaning if you want to have a great retirement, it's up to you to create it. The Corporate pensions are largely a thing of the past. Social Security is in terrible financial trouble. Therefore, now more than ever, Americans need to realize that the only person who can financially take care of the Retiree they hope to be, is the Pre-retiree they are today! Retiring Right! is all about advice, strategy, techniques, common sense approaches and more. For your personal no-cost consultation call us at Family Tree Financial Group (904) 657-0896 or email us to schedule at info@FamilyTreeFG.com

E 11 - More Food For Thought

Plenty of ideas and things to think about in planning for retirement