Retirement Planning: What does a CFP® Professional Learn? Pt. 5 episode artwork

EPISODE · Jul 17, 2024 · 29 MIN

Retirement Planning: What does a CFP® Professional Learn? Pt. 5

from Childfree Life by Design · host Dr. Jay Zigmont, CFP® & Bri Conn

🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money. 💵For business owners, we explore retirement plan selection based on company objectives and employee benefits. 👥 Lastly, we touch on Social Security and its future implications. 🔍Connect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Episode metadata supplied by the publisher feed · Published Jul 17, 2024

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🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊 We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money. 💵 For business owners, we explore retirement plan selection based on company...

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Retirement Planning: What does a CFP® Professional Learn? Pt. 5

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