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The Peace of Mind Pathway – Step 2 – Implementation
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the second step in the Peace of Mind Pathway—Implementation. This is where the planning becomes reality. After building your personalized retirement roadmap, it's time to put your financial planning for retirement into motion. From investment transitions to estate documents and tax strategy retirement planning, this episode walks you through what happens after you say, “I’m ready.” It's not just about moving assets—it’s about building a solid structure to retire confidently and comfortably.
Listen in to learn about the intentional and methodical approach used at Peace of Mind Wealth Management to ensure your retirement income strategy, healthcare coverage, long term care planning, and retirement tax planning are all set up efficiently. This step-by-step retirement planning process also includes evaluating your current estate plan, understanding your Medicare and retirement options, and implementing a bucket strategy for retirement that aligns with your comfort level and goals. Discover how implementation isn’t a one-time task—it’s the beginning of a lasting, flexible retirement journey.
In this episode, find out:
· What happens when you decide to move forward with your retirement plan.
· How asset transfers are managed through trusted custodians like Schwab or Fidelity.
· Why implementation is paced over months to ensure thoughtful decision-making.
· The key components of investment strategy for retirees, tax efficiency, and legal documentation.
· How the Peace of Mind Pathway supports retiring comfortably through long-term care and Medicare strategy.
Tweetable Quotes:
“Implementation is not a one-and-done step—it’s the launchpad for long-term retirement success.” – Radon Stancil
“We take baby steps with purpose, so every element of your retirement plan gets the attention it deserves.” – 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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