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Why Saving More Isn’t Enough: The Truth About Retirement Planning
Manage episode 469780400 series 3459087
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If you could potentially save over a million dollars in taxes when you retire by making a few changes in your retirement planning strategy now, would you do it? Karen Stawicki and Samantha Irish, a dynamic mother-daughter financial planning team with over 50 years of combined experience, are betting you would … if you knew how!
Samantha and Karen are on a mission to revolutionize retirement planning. They’ve identified a critical flaw in conventional retirement planning: the assumption that simply saving enough money and getting good returns will guarantee a comfortable retirement.
While that strategy makes sense on the surface, it ONLY makes sense if you’ve factored taxes into the equation. That’s exactly what Karen and Samantha do for their clients.
Through their innovative "Power of 3" approach, Karen and Samantha are helping clients maximize income, reduce risk, and minimize taxes so they can retire with confidence.
For those approaching retirement or going through a divorce (or doing both!) this podcast can be the difference from being able to retire in comfort and ease, and not being able to retire at all.
About Karen and Samantha
Karen Stawicki and Samantha Irish are the powerhouse mother-daughter team behind Compass Financial, a boutique wealth solutions firm based in Charleston, SC. With over 50 years of combined experience, they’re on a mission to revolutionize retirement planning. Through their innovative “Power of 3” approach, they empower clients to maximize income, eliminate risks, and slash taxes, granting you smooth sailing into your golden years.
Connect with Karen and Samantha
You can connect with Karen on LinkedIn at Karen Stawicki and with Samantha at Samantha Stawicki Irish and on Facebook at Compass Financial. You can follow Karen and Samantha on Instagram at Compass Financial and on YouTube at Navigate Your Wealth. To find out how to work with Karen and Samantha visit their website at Compass Financial. And grab a copy of their new book The Power of Three.
Karen Covy is a Divorce Coach and Consultant, Lawyer, Author, and Speaker who is dedicated to helping people make the best decisions possible for themselves, their families, and their future - especially in stressful times. You can check out Karen's videos on YouTube.
You can connect with Karen on LinkedIn, Facebook, Instagram, Twitter, and on her own website at karencovy.com.
Chapters
1. Why Saving More Isn’t Enough: The Truth About Retirement Planning (00:00:00)
2. Revolutionizing Retirement Planning Strategies (00:00:10)
3. Maximizing Retirement Income and Security (00:14:03)
4. Navigating Divorce and Retirement Taxes (00:22:00)
5. Navigating Retirement Income Strategies (00:34:06)
141 episodes
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