Bonus Episode: Retirement Income Planning – What You Need to Know in 2021 with The Zandbergen Report episode artwork

EPISODE · Mar 16, 2021 · 36 MIN

Bonus Episode: Retirement Income Planning – What You Need to Know in 2021 with The Zandbergen Report

from Optimized Advisor Podcast · host Bart Zandbergen, Scott Heinila, Nick Bernatowicz

Optimized Advisor Podcast host, Scott Heinila, welcomed dear friend and fellow podcast host, Bart Zandbergen of The Zandbergen Report Podcast in studio with Nick Bernatowicz to talk about annuities and retirement planning on The Zandbergen Report. During this episode, Bart, Scott, and Nick discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week vacation than they do planning their retirement. This episode poses good food for thought that may have listeners choosing to flip the script and start investing in proper planning.In this episode learn:Why financial independence requires having a planWhat to consider during your wealth accumulation phase to prepare for its future usageWhat various forms of retirement income areAnnuities – what they are and what their benefits may beRisks that retirees are experiencing todayWhen asked what his Ultimate Lesson Learned had been during his career, Scott shared, “Don’t let your emotions get the best of you when it comes to your finances.”Connect with Scott on LinkedInConnect with Bart on LinkedIn Connect with Nick on LinkedInFor more on The Optimized Advisor Podcast click here  For more on The Zandbergen Report Podcast click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]   **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] Optimized Insurance Planning

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Bonus Episode: Retirement Income Planning – What You Need to Know in 2021 with The Zandbergen Report

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