🔥 New Year, New Financial Goals: What Actually Matters in Retirement скачать в хорошем качестве

🔥 New Year, New Financial Goals: What Actually Matters in Retirement

Most retirement plans are built for the working years — not for when income actually starts. Once you’re close to retirement or already there, the biggest risks shift from “am I saving enough?” to: • How much of my income will be lost to taxes? • Which accounts should I take money from first? • How much market risk can I afford while withdrawing? In this 30-minute session, Kevin Thompson, CFP®, RICP®, EA breaks down the three areas that actually drive retirement outcomes: ✔️ Tax planning and why many retirees pay more than expected ✔️ How income strategy impacts how long your money lasts ✔️ Managing risk without sitting on too much cash or chasing returns We also cover what you can still adjust early in the year — including Roth planning, withholding, and beneficiary updates — before small mistakes turn into permanent ones. This webinar is designed for pre-retirees and retirees who want clarity, not product pitches. 👉 If you’d like to review your own situation, you can schedule a complimentary strategy call here via our website: https://www.9icapitalgroup.com/ NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2ei... Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-... Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idiscl...