Listen in Danville! New Podcast: How to Retire on a Lump Sum

Danville CA

15 September, 2021

1:01 PM

Description

Let’s be real, the last thing any of us want to do after retirement, is end up working as a greeter at Walmart when we’re 85, right? If you want to get out and have something to do, that’s great, but usually, that’s not where we may see ourselves down the road. Listen or Watch Now! >> You’ve worked your whole life-saving in your 401k, getting your match, maxing out your contributions, and now, when it’s time to ride off into the sunset, all they hand you is your saddle and a check. A check is excellent. No one will look that gift horse in the mouth, and heck, this is YOUR money, but now what? You’re just supposed to put that in the bank and hope that you can make that last for the rest of your life? It’s a scary thing to think about and can be daunting. The good news? It can be done. Now, there are many things to consider, and it’s a humbling process, but it also reminds you how to think and plan realistically for the rest of your life. In today’s episode, we’re going to teach you how to do it. We will go step by step, so you know where to start and how to set yourself up for true retirement success. That includes: Understanding your income streams, what do you actually have to work with?How much can you safely withdraw?What are the risks that people face when determining how much they can withdraw?How much do you need to live on? Um, that’s a biggie! We want to help you feel confident and secure moving into your next phase of life in retirement. So, we’ll even dive into budget, diversification, how to not let emotions get involved, how to not let your KIDS take over your retirement nest egg, and how to maintain the right investment mix for what you need and want to accomplish. So, grab our Know Your Possibilities Guide, start listening to today’s episode and get ready to thrive in your golden years. Free Resource: Did you mention “Guide” above? Why yes, yes we did. We’re proud to present you with our “Know Your Possibilities Guide,” a tool and free resource for you to take notes, review, keep on hand, or even share with your friends and family. So grab your copy, by following this link. You’re just minutes away from discovering your next Place of Possibility. P.S. Looking to meet with Richard or Angela? Want to discuss more of what you heard in this episode? Wondering where the heck you need to get started or what all of this means for your retirement plans? Scheduled free 30-minute session and find the peace of mind you deserve for the rest of your life. Tune In Now! >>