-
サマリー
あらすじ・解説
The economic realities facing today's pre-retirees and retirees are vastly different from those of previous generations. Today, there are steps to help navigate the new retirement and ensure that the nest egg lasts through retirement. The conversation covers various topics related to retirement planning, including the decline of company-paid pensions, reduced employer support for retirement savings, and the challenges faced by pre-retirees. It also discusses the importance of diversification in investments and the need to maximize guaranteed income sources. The conversation emphasizes the need to work with a knowledgeable professional and ask important questions about fees, qualifications, and investment strategies. They also explain their approach to retirement planning from an accounting perspective and how they measure the success of their clients. They discuss the use of annuities and HSAs in retirement planning, as well as provide guidance for individuals going through a divorce and needing to handle their finances independently
Reach out to Aaron and Rebecca at 918.913.0086 or https://ibmsb.com/contact-us/
See omnystudio.com/listener for privacy information.