Month: May 2022

Section Four of Your Comprehensive Written Retirement Income Plan

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Getting Your Plan Details in Writing

In previous articles in this series, we have shared the first three steps in creating a written comprehensive retirement income plan. If you haven’t yet read about those steps, we recommend you start here.

In this fourth and final installment, we are sharing the fourth step in this planning process, which is getting your plan details recorded in writing.

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Utilizing the Financial Instruments in Your Toolbox

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You work hard for your money, so it’s important to be sure you’re doing what you can to make the most of what you’ve earned and saved. In this episode of Peak TV, Jim and Dan discuss strategies you can use to extract the most income possible from your assets so that you can achieve your long-term financial goals. One way that this can be done is getting smart with your tax strategy so that you’re minimizing your tax burden while maximizing the amount of income you can put towards those other goals you have. Having a financial advisor who understands tax law and is able to help you navigate the complexities of tax planning can go a long way in helping you find excess cash that you may have otherwise not been able to find.

All this and more on this week’s episode, tune in so you don’t want to miss anything!

Season 3 Premiere | The Peak Financial Freedom Show

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Jim and Dan are back with a new season of Peak TV! They’re starting off the season with a discussion about building a smart investment strategy. Jim and Dan begin with a conversation about how your age might impact the amount of risk you should be taking on in your portfolio. Young investors have time on their side to bounce back from any market volatility, but the closer to retirement you get, the more you’re going to need to depend on your investments to support your lifestyle, so you want to be sure that you’re investing wisely. 

Jim and Dan then discuss how investors should react with interest rates and bond yields at an all-time low, urging listeners to get creative and be smart when coming up with a lifelong investment strategy that works for them. It’s an episode investors won’t want to miss, tune in now!

Section Three of Your Comprehensive Written Retirement Income Plan

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It’s Time for an Analysis of Assets to Beneficiaries

In previous articles, we shared everything you need to know about the very first step in creating a comprehensive written retirement income plan: the Retirement Income Projection. Then, we discussed the second step in your planning, the Income Tax Analysis. If you didn’t get a chance to read those articles yet, you can start here. In this final installment of this series, we give you details about the third step in your comprehensive written retirement income planning: an analysis of assets to beneficiaries.

Having a comprehensive written retirement income plan you can rely on is incredibly important to your financial health in retirement, so let’s dive into this final step.

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