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The Peace of Mind Pathway – Step 1 – Your Roadmap
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the foundational first step in their three-part Peace of Mind Pathway: The Peace of Mind Roadmap. This step is all about creating a personalized retirement roadmap to help you clearly define where you are, where you want to go, and what your journey through retirement will look like. Through real examples and a GPS-style analogy, they break down the importance of clarity and confidence when beginning the retirement planning process. The roadmap goes far beyond investments—it covers your retirement goals, Retirement income strategy, tax planning, estate planning, and more.
Listen in to learn about how building a retirement-focused financial plan can reduce stress, reveal opportunities, and help you retire comfortably. You'll hear how an introductory meeting evolves into a comprehensive, personalized strategy session that gives you direction and peace of mind. With topics ranging from Roth conversions in retirement to bucket strategy retirement, this episode is perfect for anyone who’s ready to take their first step toward a secure your retirement future.
In this episode, find out:
· Why the Peace of Mind Roadmap is critical to financial planning for retirement
· How your personalized GPS for retirement guides your unique journey
· The role of planning meetings and how they evolve into strategy sessions
· How to evaluate your retirement destination and adjust along the way
· The impact of Roth conversions, healthcare costs, and charitable giving on your plan
Tweetable Quotes:
"Your retirement plan should function like a GPS—clear, adaptable, and designed around your unique destination." – Radon Stancil
"A well-crafted roadmap gives you more than numbers—it gives you the confidence to enjoy your retirement journey." – Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast
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