Answering the Retirement Questions That Matter to You! скачать в хорошем качестве

Answering the Retirement Questions That Matter to You!

Is there more to retirement than just a 401(k)? Absolutely, a lot more. Retirement isn’t just about how much you’ve saved — it’s about how long it will last and what happens if life throws a curveball. On this episode of the Texas Wealth Report, Summer Roberts discussed aspects of a robust financial plan and answered questions about retirement planning. The goal is to bring all the pieces together: ✅ Income you can’t outlive ✅ A strategy for when to take Social Security ✅ Protection from market risk and rising healthcare costs ✅ Transparent fee analysis ✅ Tax-smart withdrawal strategies A complete retirement planning process matters. Click the link below to schedule your complimentary consultation. TIMESTAMPS 00:00 – Intro 01:27 – The Insecurity of Social Security 04:52 – Staying in the Market Near Retirement 06:41 – How Much Are You Paying in Fees? 12:59 – Do I Have Enough Income to Last in Retirement? 17:46 – Long-Term Care and Longevity 23:30 – Market Volatility and Risk 27:19 – Outro ================================================================ 📅📅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to ask the team at Impact! Partners Financial? Request a visit here: 👇🏻 https://impactpartnersfinancial.com/15-min... ====================================================================== 🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:    / @impactpartnersfinancial   ================================================================ 📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀 Facebook: https://www.facebook.com/ImpactPartnersFin... Instagram: https://www.instagram.com/impactpartnersfi... LinkedIn: https://www.linkedin.com/company/impactpar... #ComprehensiveRetirementPlanning #SocialSecurity #MarketRisk #FinancialFees #IncomeStrategy #TaxEfficiency #LongTermCare #ImpactPartnersFinancial DISCLOSURE: Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.