EPISODE · Apr 13, 2022 · 12 MIN
Retiring in 5 Years or less? 🤔 Listen to this now!
from Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning · host Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®
Retiring in 5 Years or less? 🤔 Listen to this now! In this podcast I want to talk about what you need to do if you are retiring or contemplating retirement in 5 years or less! Retirement planning is very important especially if you are retiring in the near future. You need to be aware of the pitfalls heading into retirement. Things like stock market volatility, social security claiming benefits, and running our of retirement income are all serious retirement issues that need to be addressed BEFORE heading into retirement. That is what we are going to do today on this retirement planning video! 3 Areas to Consider If You Are Retiring Or Nearing Retirement In 5 Years Or Less: 1. Stock Market Volatility -Stay Invested -Don't Time The Market -Change Your Mindset 2. Look Outside Social Security For Retirement Income -2033 only 75% of Social Security Benefits covered by taxes -Inflation 3. Pay Attention To Your Retirement Investments and Retirement Portfolio -How Much Investment Risk -What about fees? -Rebalance **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. Please call me at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.**
What this episode covers
Retiring in 5 Years or less? 🤔 Listen to this now! In this podcast I want to talk about what you need to do if you are retiring or contemplating retirement in 5 years or less! Retirement planning is very important especially if you are retiring in the near future. You need to be aware of the pitfalls heading into retirement. Things like stock market volatility, social security claiming benefits, and running our of retirement income are all serious retirement issues that need to be addressed BEFORE heading into retirement. That is what we are going to do today on this retirement planning video! 3 Areas to Consider If You Are Retiring Or Nearing Retirement In 5 Years Or Less: 1. Stock Market Volatility -Stay Invested -Don't Time The Market -Change Your Mindset 2. Look Outside Social Security For Retirement Income -2033 only 75% of Social Security Benefits covered by taxes -Inflation 3. Pay Attention To Your Retirement Investments and Retirement Portfolio -How Much Investment Risk -What about fees? -Rebalance **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. Please call me at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.**
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Retiring in 5 Years or less? 🤔 Listen to this now!
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