EPISODE · Sep 19, 2024 · 55 MIN
Navigating the Do's and Don'ts of Retirement Planning | Episode 115
from Safer Retirement Radio · host Brian Decker - Owner and Founder - Decker Retirement Planning
In Episode 115 of Safer Retirement Radio, hosts Brian Decker and Brad Geddes, CFP(R) explore the do's and don’ts of retirement planning. They discuss the limitations of traditional strategies like the 60/40 portfolio, the impact of market volatility on retirement income, and the importance of adapting investment strategies as you near retirement. The episode also looks at Roth conversions, tax planning, and managing risk through diversified portfolios. 📌 Key Topics Covered: -Adjusting investment strategies for retirement -Benefits of Roth conversions and tax-efficient planning -Diversified portfolios for managing risk -Insurance considerations, including long-term care options 💡 Whether you're planning your retirement or already retired, this episode offers insights to help protect and grow your retirement savings. If you want to schedule a complimentary consultation with the Decker Retirement Planning team, call 833.707.3030 or visit our website. The team at Decker Retirement Planning can assess your risk tolerance and help adjust your investment strategy accordingly. Explore Roth conversion and other tax minimization opportunities to help minimize taxes. For more information, visit Decker Retirement Planning at https://deckerretirementplanning.com
What this episode covers
In Episode 115 of Safer Retirement Radio, hosts Brian Decker and Brad Geddes, CFP(R) explore the do's and don’ts of retirement planning. They discuss the limitations of traditional strategies like the 60/40 portfolio, the impact of market volatility on retirement income, and the importance of adapting investment strategies as you near retirement. The episode also looks at Roth conversions, tax planning, and managing risk through diversified portfolios. 📌 Key Topics Covered: -Adjusting investment strategies for retirement -Benefits of Roth conversions and tax-efficient planning -Diversified portfolios for managing risk -Insurance considerations, including long-term care options 💡 Whether you're planning your retirement or already retired, this episode offers insights to help protect and grow your retirement savings. If you want to schedule a complimentary consultation with the Decker Retirement Planning team, call 833.707.3030 or visit our website. The team at Decker Retirement Planning can assess your risk tolerance and help adjust your investment strategy accordingly. Explore Roth conversion and other tax minimization opportunities to help minimize taxes. For more information, visit Decker Retirement Planning at https://deckerretirementplanning.com
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Navigating the Do's and Don'ts of Retirement Planning | Episode 115
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