• Getting Through Retirement

  • Sep 6 2024
  • Length: 56 mins
  • Podcast

Getting Through Retirement

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  • Summary

  • The conversation focuses on the challenges of retirement and provides financial and happiness pointers for a fulfilling retirement. The main themes include revisiting retirement budgets, maximizing Social Security benefits, reviewing investment portfolios, exploring tax-efficient withdrawal strategies, creating a healthcare plan, finding purpose and meaning, staying connected, maintaining a healthy lifestyle, embracing lifelong learning, pursuing travel and adventure, and giving back to the community. In this conversation, Jeremy Nelson and Gary Nolan discuss a modern twist on the classic Cinderella story, highlighting the importance of understanding the sequence of returns in retirement planning. The conversation emphasizes the importance of managing sequence of return risk and the need for a balanced and diversified portfolio in retirement planning.

    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

    See omnystudio.com/listener for privacy information.
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