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Kevin Brucher discusses common financial planning misconceptions in retirement.

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Content provided by Broadcasting Experts, LLC and Kevin Brucher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Kevin Brucher 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://ro.player.fm/legal.

In this conversation, Kevin Brucher discusses common financial planning misconceptions in retirement. He covers topics such as the current state of the economy, the recommended withdrawal rate for retirement, the misconception of spending less in retirement, and the importance of planning for inflation. They also touch on the dangers of following financial influencers on social media and the benefits of considering annuities as part of a retirement plan. Overall, the conversation emphasizes the need for personalized retirement planning and the importance of working with a trusted advisor. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

See omnystudio.com/listener for privacy information.

  continue reading

101 episoade

Artwork
iconDistribuie
 
Manage episode 417512807 series 2988212
Content provided by Broadcasting Experts, LLC and Kevin Brucher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Kevin Brucher 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://ro.player.fm/legal.

In this conversation, Kevin Brucher discusses common financial planning misconceptions in retirement. He covers topics such as the current state of the economy, the recommended withdrawal rate for retirement, the misconception of spending less in retirement, and the importance of planning for inflation. They also touch on the dangers of following financial influencers on social media and the benefits of considering annuities as part of a retirement plan. Overall, the conversation emphasizes the need for personalized retirement planning and the importance of working with a trusted advisor. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

See omnystudio.com/listener for privacy information.

  continue reading

101 episoade

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Kevin Brucher discusses the importance of having a well-thought-out recovery plan during market volatility, emphasizing the need for a solid investment strategy and the role of an independent advisor in navigating financial decisions. He highlights the significance of understanding risk versus reward in retirement planning and the current market trends, providing insights into how to manage investments effectively while keeping emotions in check. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses the impact of American values on retirement planning, emphasizing self-reliance and the importance of being proactive in saving for retirement. He raises concerns about the future of Social Security and the potential for benefit cuts, urging listeners to consider their retirement income strategies. The conversation also covers the current interest rate environment and the shift towards alternative investments as a way to diversify portfolios. Brucher highlights the changing investment strategies of wealthy individuals and the importance of having multiple income streams in retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of understanding expenses, the role of financial advisors, and strategies for maximizing income through investments and Social Security. He highlights the often underestimated costs of retirement, the need for personalized financial advice, and the impact of corporate taxation on the economy. Additionally, he addresses healthcare costs and the significance of planning for unexpected expenses, while providing insights into investment strategies and market trends. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses essential aspects of retirement planning, including the importance of life insurance, navigating taxes, income planning, and investment strategies. He emphasizes the need for personalized financial advice and the potential benefits of health savings accounts and speculative investments like Bitcoin. The conversation provides valuable insights for those preparing for retirement, highlighting the importance of understanding one's financial situation and making informed decisions. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses the importance of setting realistic financial goals as the new year approaches. He emphasizes the need for consistency in saving and budgeting, the significance of having an emergency fund, and the dangers of financial scams. Additionally, he provides insights into the current market conditions and investment strategies, encouraging listeners to stay informed and proactive about their financial health. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses the latest developments affecting retirement planning, including changes in retirement rules, market trends, investment strategies for the upcoming year, updates on social security benefits, healthcare challenges, and year-end tax planning strategies. He emphasizes the importance of staying informed about rule changes, understanding market dynamics, and setting clear financial goals for a successful retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses the complexities of mortgage management as individuals approach retirement. He explores whether paying off a mortgage is beneficial, emphasizing the importance of personal feelings and financial situations. The conversation delves into cash flow management, the significance of health insurance, and planning for Social Security benefits. Additionally, Kevin highlights the new retirement contribution limits and encourages listeners to maximize their savings for a secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses the financial habits and strategies of wealthy individuals, emphasizing the importance of long-term planning, budgeting, and investment strategies. He highlights a recent study showing that millionaires are more knowledgeable about their finances compared to the general population. The conversation also touches on the significance of managing insurance costs, understanding cryptocurrency investments, and preparing for potential cuts in social security benefits. Kevin encourages listeners to take control of their financial future by planning and making informed decisions. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses significant changes to 401k plans coming in 2025, including increased contribution limits and automatic enrollment. He emphasizes the importance of maximizing retirement savings, understanding required minimum distributions (RMDs), and the benefits of Roth 401k contributions. The conversation also covers health savings accounts (HSAs), annuities, charitable giving strategies, and estate planning for blended families, providing listeners with valuable insights for their financial futures. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses essential aspects of retirement planning, including the importance of life insurance, navigating taxes, income planning, and investment strategies. He emphasizes the need for personalized financial advice and the potential benefits of health savings accounts and speculative investments like Bitcoin. The conversation provides valuable insights for those preparing for retirement, highlighting the importance of understanding one's financial situation and making informed decisions. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses the realities of retirement, emphasizing the importance of financial planning amidst economic uncertainties. They explore investment strategies, the volatility of the stock market, and the significance of health in retirement. The conversation also delves into the future of Social Security and the necessity of preparing for potential cuts in benefits. Listeners are encouraged to adopt a proactive approach to their retirement planning, focusing on diversification and long-term strategies to ensure financial stability. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of understanding expenses, the role of financial advisors, and strategies for maximizing income through investments and Social Security. He highlights the often underestimated costs of retirement, the need for personalized financial advice, and the impact of corporate taxation on the economy. Additionally, he addresses healthcare costs and the significance of planning for unexpected expenses, while providing insights into investment strategies and market trends. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brooker and Steve Sedahl discuss the challenges facing retirees in America, including the alarming statistics on retirement savings and the importance of financial literacy. They explore strategies for supporting children's education without jeopardizing retirement savings, the significance of shopping around for insurance, and the implications of national debt on future financial stability. The conversation also delves into the complexities of Medicare and healthcare costs, emphasizing the need for informed decision-making in retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more. See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. They emphasize the importance of staying in the market and not panicking during market fluctuations. They also discuss the increasing risk of data breaches and provide tips on how to protect personal information. Additionally, they highlight the significance of early retirement planning and the benefits of eliminating debt. The conversation concludes with a discussion on the current state of the economy and the positive outlook for investments. Call 800-975-6717. Visit Silver Leaf Financial to learn more. This episode was originally posted August 16, 2024 See omnystudio.com/listener for privacy information.…
 
Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. He emphasizes the importance of discipline and long-term commitment to building savings and creating a reliable stream of income in retirement. Kevin also provides insights on income planning, including the optimal time to claim Social Security benefits and the benefits of diversifying investments. He highlights the value of working with a fiduciary advisor who can provide unbiased advice and help individuals navigate the complexities of retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more. This episode originally posted July 26, 2024. See omnystudio.com/listener for privacy information.…
 
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