Retirement Planning 101: Back to the Basics | Ep. 101 | Chris Rett | The Guided Retirement Show скачать в хорошем качестве

Retirement Planning 101: Back to the Basics | Ep. 101 | Chris Rett | The Guided Retirement Show

As we brainstormed for what to cover in Episode 101 of The Guided Retirement Show, we thought it would be fitting to go back to the basics with some Retirement Planning 101. Just as he’s done for the past several season finales, Chris Rett, CFP®, AIF® will join Dean Barber again to explore the fundamentals of retirement planning. Chris and Dean will bring you a comprehensive breakdown of the BRITE acronym—Bookkeeping, Risk Management, Investments, Taxes, and Estate Planning. Join us on this Retirement Planning 101 journey to uncover the brilliance behind each element. We’re committed to offering you valuable insights for your path to a secure retirement. In this podcast interview, you’ll learn: • The Retirement Planning 101 Basics Are All Connected • It’s Critical to Work with a Team of Professionals Throughout the Retirement Planning Process • What to Consider with Setting Up a Spending Plan for Retirement • The Power of Forward-Looking Tax Planning Timestamps: 00:00 - Introduction 02:09 - A BRITE Retirement 02:59 - Bookkeeping 07:41 - Risk Management 15:40 - Investments 22:07 - Taxes 27:22 - Estate Planning 30:11 - What We Learned Today Meet with us: https://bit.ly/3NVa1gX Ask a question: https://bit.ly/48Gp8Tp