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Am I Going To Be Okay In Retirement?

Am I Going To Be Okay In Retirement?

FromMake Your Money Matter


Am I Going To Be Okay In Retirement?

FromMake Your Money Matter

ratings:
Length:
16 minutes
Released:
Jun 21, 2023
Format:
Podcast episode

Description

Many of us stress about where we will be financially in retirement and often ask the question, "Will I have enough to last?"... What it takes to protect what you save for retirement can be quite simple. Today on the show, Brad shares 5 things that could help everyone achieve their retirement planning goals, reminding us that it is not WHAT you own but HOW you own it. Listen now.  Show Highlights Include: Just Answer With A YES! (3:04)  Protecting What You Save. (4:15)  Have An Income Plan. (6:06)  Work Out Your Health Care Options. (8:57)  Public Enemy Number One... TAXES. (10:50)  Estate Planning Is A MUST. (12:59)  To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you. SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Released:
Jun 21, 2023
Format:
Podcast episode

Titles in the series (100)

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.