You may have a calendar full of birthdays and business dates, but do you know what age-related milestones have the biggest impact on your financial plans? Or how to reap the financial rewards as you enter retirement?
Keeping track of financial dates is the easiest way to make sure you don’t retire too early (or miss any deadlines overworking your stay).
In this episode, you’ll discover what dates are significant to your retirement plan and how to ensure financial independence for you and your family with each milestone.
Show Highlights Include:
- How to protect decades of retirement savings through your calendar (and why these dates save you in highly problematic periods). (1:36)
- The five retirement-related conversations to have in your 50’s for protecting your investments, taking contributions, and avoidingavoid paying penalties. (7:24)
- How to enter your 70’s without giving Uncle Sam too much of your retirement money (and how much RMD to take out). (14:02)
- Using the “Francis Bacon” strategy to conquer your retirement deadlines and protect your family’s finances (with each year that passes). (17:11)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.