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Navigating the Do's and Don'ts of Retirement Planning | Episode 115
Manage episode 440802661 series 2138011
Content provided by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In Episode 115 of Safer Retirement Radio, hosts Brian Decker and Brad Geddes, CFP(R) explore the do's and don’ts of retirement planning. They discuss the limitations of traditional strategies like the 60/40 portfolio, the impact of market volatility on retirement income, and the importance of adapting investment strategies as you near retirement. The episode also looks at Roth conversions, tax planning, and managing risk through diversified portfolios. 📌 Key Topics Covered: -Adjusting investment strategies for retirement -Benefits of Roth conversions and tax-efficient planning -Diversified portfolios for managing risk -Insurance considerations, including long-term care options 💡 Whether you're planning your retirement or already retired, this episode offers insights to help protect and grow your retirement savings. If you want to schedule a complimentary consultation with the Decker Retirement Planning team, call 833.707.3030 or visit our website. The team at Decker Retirement Planning can assess your risk tolerance and help adjust your investment strategy accordingly. Explore Roth conversion and other tax minimization opportunities to help minimize taxes. For more information, visit Decker Retirement Planning at https://deckerretirementplanning.com
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Manage episode 440802661 series 2138011
Content provided by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In Episode 115 of Safer Retirement Radio, hosts Brian Decker and Brad Geddes, CFP(R) explore the do's and don’ts of retirement planning. They discuss the limitations of traditional strategies like the 60/40 portfolio, the impact of market volatility on retirement income, and the importance of adapting investment strategies as you near retirement. The episode also looks at Roth conversions, tax planning, and managing risk through diversified portfolios. 📌 Key Topics Covered: -Adjusting investment strategies for retirement -Benefits of Roth conversions and tax-efficient planning -Diversified portfolios for managing risk -Insurance considerations, including long-term care options 💡 Whether you're planning your retirement or already retired, this episode offers insights to help protect and grow your retirement savings. If you want to schedule a complimentary consultation with the Decker Retirement Planning team, call 833.707.3030 or visit our website. The team at Decker Retirement Planning can assess your risk tolerance and help adjust your investment strategy accordingly. Explore Roth conversion and other tax minimization opportunities to help minimize taxes. For more information, visit Decker Retirement Planning at https://deckerretirementplanning.com
…
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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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