The Countdown to Retirement - Navigating the 10 Years Before Retirement
Adam Olson, CFP, LUTCF, FSCP, RICP
Financial Planner helping client’s reach their financial goals. #cfp #investing #Financial-planner #insurance
Hey there, fellow financial freedom seekers!
I'm thrilled to share with you some golden nuggets from the latest episode of our beloved "Money Mastery Unleashed" podcast. Today I tackled the exciting yet daunting countdown to retirement.
Check out the episode: YouTube
?? The Final Decade Dash: I broke down the crucial seven steps to conquer the ten years before you hang up your work boots. Trust me, this is a roadmap you don't want to miss!
?? Are You Financially Fit for Retirement?: I dove into the importance of assessing your financial readiness. It's like a health check-up but for your wallet!
?? Debt Be Gone!: Imagine stepping into retirement as light as a feather. I shared some savvy strategies to shed those pesky debts before you retire.
?? Asset Allocation Acrobatics: Get ready to balance your investment portfolio with the finesse of a tightrope walker. I discussed how to fine-tune your assets to ensure a smooth landing into retirement.
?? Income Planning Perfection: Crafting a retirement income plan is an art.. I explored how to sculpt your perfect income stream.
?? Healthcare Hurdles: Don't let healthcare costs trip you up! I covered the essentials of planning for those inevitable expenses.
?? Tax-Savvy Moves: Who likes giving away more than they need to? I talked about tax-efficient strategies to keep more of your hard-earned money in your pocket.
?? Lifestyle Goals Galore: Retirement is your time to shine! I chatted about defining your retirement dreams and making them a reality.
I can't wait for you to join us on this journey. Each episode is crafted with you in mind, aiming to empower you with the knowledge and confidence to stride into retirement like a champion.
So, are you ready to take control of your retirement destiny? Tune in, get inspired, and let's master our money together!
领英推荐
Stay savvy, Adam Olson
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?Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.? Any strategies discussed may not be suitable for everyone.?
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.? Adam Olson, Representative.? Mutual of Omaha Investor Services is not affiliated with any entity listed herein.?
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