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Buddy Rizer, the Executive Director of Loudoun Economic Development, discusses leveraging Metro opportunities in northern Virginia, preserving Western Loudon, and maintaining the suburban balance to enhance business and residential life. He highlights the county's impressive evolution, from the development of the airport to becoming an internet hub with AOL. Addressing housing challenges, Buddy emphasizes investment in affordable housing and community building, ensuring that retirees and residents can continue to thrive.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Certified Financial Planner Joshua Barbin delves into the complexities of the Federal Employees Retirement System (FERS) and the Thrift Savings Plan (TSP). He explains how filing for benefits early while still earning income can reduce pension annuities and highlights the transition from the older CSRS system to FERS.
Justin covers the importance of disciplined investment strategies within the TSP and outlines the advantages of federal health insurance for retirees, emphasizing the five-year rule and the comprehensive coverage it offers.
Ready to discuss your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Saknas det avsnitt?
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While US debt continues to climb with the Trump tax cuts scheduled to sunset at the end of 2025, what implications could this have on retirees? In this episode, Abe delves into crucial year-end financial checkups and tax planning strategies that those nearing retirement should consider. He highlights the importance of adjusting to new tax brackets and discusses Roth conversions.
Ready to discuss your tax situation? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Abe discusses LeBron James’ health routine and how his dedication to it can be applied to your financial future in retirement. Abe shares insights for creating income streams, protecting your savings, and maintaining a balanced approach to your retirement years.
Ready to build your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Abe discusses focusing on the unique needs of the boomer generation, the considerations for early retirement, and the importance of having a comprehensive lifestyle plan. He emphasizes the need for individuals to create their own income streams in retirement and the significance of finding purpose and fulfillment during this phase of life.
Ready to build your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Abe Abich speaks with WMAL's Larry O'Connor and reflects on his journey in the financial services industry, celebrating the milestones of his firm and the release of his new book, The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement.
He discusses the importance of helping clients retire with dignity and confidence, the unique approach of his firm in focusing on retirement planning for those aged 55 and older, and the ethical responsibilities that come with being a fiduciary. Abe also shares insights on the challenges facing retirees today and the future vision for his firm, emphasizing the importance of a family-oriented atmosphere and personalized service.
Ready to build your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Abe discusses the essential components of retirement planning, emphasizing the importance of long-term care, life insurance, and hybrid policies. He shares real-life examples to illustrate how these financial tools could provide security during retirement. The discussion highlights the need for comprehensive planning to mitigate risks associated with healthcare costs and to ensure that retirement savings are preserved for future generations.
Ready to build your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Abe discusses the complexities of retirement planning, emphasizing the importance of transitioning into retirement with a solid plan. He introduces his book, 'The Retirement Mountain,' which outlines seven steps to achieve a fulfilling retirement.
Abe highlights the stark contrast in retirement confidence between those who are already retired and those still planning, stressing the need for personalized financial advice and realistic spending expectations. He also underscores the significance of having a lifestyle plan that complements financial planning, encouraging individuals to dream big and actively pursue their retirement goals.
Ready to build your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Abe delves into the complexities of retirement planning, particularly focusing on annuities. He explains the benefits and types of annuities, the importance of a balanced investment portfolio, and the need for regular evaluation of financial products to ensure they meet current needs and market conditions.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Abe discusses the importance of ensuring finances are in order as you approach retirement to support future dreams and aspirations. He highlights the impact of interest rate cuts and election cycles on the stock market. While market fluctuations are inevitable, Abe notes that historical data suggests elections have minimal long-term effects on market performance. Instead of making fear-based decisions, he recommends focusing on a solid financial plan that includes protection and income strategies to navigate uncertainties effectively.
Abe emphasizes the need to evaluate your current investment strategy, especially as retirement nears. He points out that recent trends, such as the Federal Reserve's interest rate cuts, present both challenges and opportunities for retirement savers. The key, according to Abe, is to stay informed and adapt your approach to ensure a steady income flow despite market volatility. By concentrating on a comprehensive financial plan that includes tax, healthcare, and legacy planning, you can confidently transition from your working years into a secure and fulfilling retirement.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Abe discusses essential year-end financial strategies for retirement planning. He emphasizes the importance of taking required minimum distributions (RMDs), conducting year-end portfolio reviews, and reassessing insurance policies.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Abe addresses the fears many Americans face as they approach the transition into retirement. He emphasizes the importance of having a solid financial plan to navigate the uncertainties of retirement, including the potential risks associated with Social Security. The discussion highlights the need for reliable income strategies to ensure a comfortable retirement, encouraging listeners to take proactive steps in their financial planning.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Abe discusses essential strategies for retirement planning, focusing on market volatility, investment strategies, and the importance of understanding fees. He emphasizes the need for individuals nearing retirement to assess their financial situation and create a comprehensive plan that includes income generation and risk management.
The discussion also highlights the impact of economic predictions and the necessity of adapting to changing financial landscapes.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Abe discusses the need for both spouses to be involved in financial decisions, especially as one partner may have been primarily responsible for managing finances. The discussion covers the transition from accumulating wealth to managing it in retirement, highlighting the significance of having a comprehensive retirement plan.
Additionally, Abe explains tax strategies like tax loss harvesting, which can help investors manage capital gains effectively.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Abe discusses important considerations for individuals approaching retirement or in the early years of retirement. One key topic is the mistake of leaving a 401k in a cash account after rolling it over to an IRA, missing out on potential stock market gains.
Another theme Abe touches on is the need for consolidation and planning in the retirement phase, as many people accumulate multiple accounts and face decisions regarding pensions, social security, and insurance policies. The conversation also touches on economic indicators of a potential recession and the importance of adjusting investment strategies as retirement approaches.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Abe explains why seeking the help of a financial advisor can provide valuable guidance and support. Market turbulence and the possibility of a recession can cause anxiety, but a well-built plan can help mitigate risks. It is crucial to have a comprehensive retirement plan that includes asset allocation, income planning, healthcare analysis, and tax planning.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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As retirement approaches, it is important to protect your nest egg and make your money work for you. Timing the markets is nearly impossible, so it is crucial to have a proactive retirement plan in place. Reducing risk and protecting life savings from downturns is essential. Abe discusses one way to mitigate the risk of outliving your assets is through guaranteed income, such as annuities. Annuities can serve as a bond alternative and provide principal protection.
It is important to build a retirement plan on a rock-solid foundation and consider diversifying risk within the portfolio. Taking chips off the table and protecting life savings from all potential risks, including market downturns, higher taxes, and healthcare events, is crucial.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Abe discusses the current state of the market and the importance of balancing risk in a retirement plan. He also highlights the challenges faced by women in retirement and why healthcare planning shouldn't be overlooked.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Abe discusses making savings work in retirement, what the expiration of the Trump tax cuts could mean, and the risk of a stock market bubble. He emphasizes the importance of tax planning, including Roth conversions, to take advantage of current tax rates.
Abe also highlights the need to protect retirement savings from market downturns by implementing a balanced investment strategy.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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Preparing for a financially secure retirement requires careful planning and guidance. Some people have saved one to five million dollars for retirement, which can be enough to live comfortably if managed properly.
However, it's important to have a comprehensive plan that goes beyond just investments. This includes considering income and distribution strategies, tax planning, and estate planning.
Abe discusses a common challenge of dealing with required minimum distributions (RMDs) and the potential tax implications. Strategies such as delaying RMDs and Roth conversions can help mitigate these risks.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
- Visa fler
