Ep 36- Retirement Thrills & Pickleball Spills

Send us Fan MailIn this podcast episode, the focus is on transitioning retirement planning from a retail advisor to a private wealth manager like Evolution Retirement Services. The question of whether $1.3 million is enough for retirement is explored, emphasizing the importance of goal-focused planning. Strategies for determining when to pay taxes are discussed, highlighting the significance of taking control over tax decisions. Additionally, the episode delves into the millionaire mindset, emphasizing the importance of establishing a reliable income stream. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 307644). Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.