• Navigating the Transition to Retirement

  • 2025/03/07
  • 再生時間： 51 分
  • ポッドキャスト

Navigating the Transition to Retirement

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  • Alan explores the multifaceted aspects of retirement planning, focusing on the financial, emotional, and practical adjustments that come with this significant life transition. He discusses the importance of replacing lost income, managing healthcare costs, and the necessity of maintaining a sense of purpose. The dialogue also delves into tax strategies, particularly Roth conversions, and the implications of starting a business in retirement, emphasizing the need for careful planning to ensure financial security and freedom.

    Reach Alan at 479-935-9767.

    Hackmann Wealth Partners

    www.hackmannwealth.com

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

Alan explores the multifaceted aspects of retirement planning, focusing on the financial, emotional, and practical adjustments that come with this significant life transition. He discusses the importance of replacing lost income, managing healthcare costs, and the necessity of maintaining a sense of purpose. The dialogue also delves into tax strategies, particularly Roth conversions, and the implications of starting a business in retirement, emphasizing the need for careful planning to ensure financial security and freedom.

Reach Alan at 479-935-9767.

Hackmann Wealth Partners

www.hackmannwealth.com

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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