EPISODE · Mar 9, 2021 · 37 MIN
Retirement Income Planning – What You Need to Know in 2021
from The Zandbergen Report · host Bart Zandbergen, CFP
Host Bart Zandbergen was joined in the studio Scott Heinila and Nick Bernatowicz of Producers Choice Network. The duo are strategic partners of The Zandbergen Group. During this episode, Bart and his esteemed guests 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 plan - What to consider during your wealth accumulation phase to prepare for its future usage - What various forms of retirement income are - Annuities – what they are and what their benefits may be - Risks that retirees are experiencing today When 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.” *** The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify. Interested in being a guest on The Zandbergen Report? Email [email protected]. Learn more about Bart by visiting www.BartZandbergen.com *** NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
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Retirement Income Planning – What You Need to Know in 2021 Host Bart Zandbergen was joined in the studio Scott Heinila and Nick Bernatowicz of Producers Choice Network. The duo are strategic partners of The Zandbergen Group. During this episode, Bart and his esteemed guests 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 plan - What to consider during your wealth accumulation phase to prepare for its future usage - What various forms of retirement income are - Annuities – what they are and what their benefits may be - Risks that retirees are experiencing today When 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.”
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Retirement Income Planning – What You Need to Know in 2021
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