Key Decisions to Get Right in Your 60s for a Confident Retirement скачать в хорошем качестве

Key Decisions to Get Right in Your 60s for a Confident Retirement

Planning for retirement in your sixties involves a series of decisions that shape the rest of your life. Many retirees and pre-retirees are unsure how Social Security, healthcare, taxes, investments, and estate planning all work together, and this uncertainty can lead to costly missteps. In this episode, Larry Heller, CFP®, CDFA®, breaks down the most common mistakes he sees people make during this decade and explains how thoughtful planning can help you approach retirement with clarity and confidence. He highlights real-world scenarios where timing, income needs, and coordination across financial decisions can make a meaningful difference for retirees and their families. What to expect: ► The Social Security mistakes many people make at ages 62 to 67 ► How income needs, longevity, and spousal benefits affect the right claiming strategy ► Why knowing your spending is one of the most powerful pieces of retirement planning ► Healthcare planning essentials, including Medicare, IRMAA, and long-term care ► Managing investments in your sixties without becoming too conservative too quickly ► Missed tax opportunities such as Roth conversions and withdrawal sequencing ► Emotional preparation and lifestyle planning for a fulfilling retirement ► Why updated estate documents and beneficiary designations matter ► And more! Ready to protect your love and your legacy? Watch the full episode, then schedule a free 20-minute call: www.hellerwealthmanagement.com Resources: Check out this checklist on Key Retirement Decisions in Your 60s! https://hellerwealthmanagement.com/wp... Connect with Larry Heller: ► Check out our Website: https://hellerwealthmanagement.com ► LinkedIn:   / larryhellercfp   ► Schedule a 20-Minute Call: https://calendly.com/lheller-2/20-min... More on Heller Wealth Management ► Subscribe to our Channel:    / @hellerwealthmanagement   ► LinkedIn:   / hellerwealthmanagement   ► Facebook:   / hwmgmt   ► Twitter: https://x.com/hwmgmt ► (631) 248-3600 #RetirementUnlocked #Podcast #RetirementPlanning #HellerWealthManagement #FinancialPlanner #PortfolioManagement #InvestmentManagement #PersonalFinance #WealthManagement #CFP #CertifiedFinancialPlanner #FinancialAdvisor #LongIsland #NewYork #RetirementMistakes #SocialSecurityTiming #MedicarePlanning #TaxPlanning #RetirementSpending #LongTermCarePlanning #EstatePlanning