Why Retirement Should Be a Verb — Not a Date скачать в хорошем качестве

Why Retirement Should Be a Verb — Not a Date

What does ‘retirement’ mean to you? For many, retirement is a date on the calendar — not a plan for living your best life. In this episode of Conquering Retirement, Brad Johansen chats with President & CEO Lance Gilman and adviser Cameron Graham about why “retire” should be treated as a verb — something you actively do, not just something that happens. They explain how to go from vague hopes to a written, goal-based retirement plan, starting with a simple fact finder, an honest look at your budget, and a clear vision of the lifestyle you want in your next chapter. Lance and Cameron also talk about how to plan for Social Security timing, why your income plan should coordinate pensions, investments, and benefits, and how taxes, inflation, and healthcare — especially Medicare — fit into the bigger picture. If retirement seems confusing or overwhelming, this discussion aims to simplify the process and show you what’s possible when you finally get it all down on paper. 📞 Schedule your complimentary written plan: 207-241-7430 TIMESTAMPS 00:00 – Intro 02:35 – Thinking of “retire” as a verb 09:37 – Request your copy of the book, Conquering Retirement 12:35 – Considerations about maximizing Social Security 16:25 – Factoring in taxation and healthcare planning 19:10 – Call for a complimentary consultation 21:15 – Viewer-submitted questions 25:00 – Windfall elimination for teachers 27:25 - Outro ============================================================================ 📅📅 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝘃𝗶𝘀𝗶𝘁 with us here 👇 https://nafinancialadvisors.com/#contact ============================================================================ 🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:    / @northernalliancefinancial   ============================================================================ 📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀 Facebook:   / nafinancialadvisors   LinkedIn:   / about   Instagram:   / nafinancial   #TaxStrategy #RetirementGoals #RetirementPlan #IncomePlanning #FinancialStrategy #RetirementPlanning #FinancialPlanning #InvestmentStrategy #ConqueringRetirement #MaineRetirement #NorthernAllianceFinancial 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.