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Navigating the Retirement Risk Zone

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Manage series 3574017
Content provided by Peak Financial Planning and Eric Amzalag. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peak Financial Planning and Eric Amzalag 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.
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retirement, or the distribution (spending phase) of retirement that the risk zone often gets overlooked despite its importance. This podcast is designed to not only help you navigate the retirement risk zone but thrive in retirement. My name is Eric Amzalag, I am a Certified Financial Planner TM, Retirement Income Certified Professional, and owner of the independent Financial Planning and Wealth Management Firm Peak Financial Planning. Let's explore retirement income planning, social security, retirement investing, and retirement satisfaction together. Happy Retirement Planning!
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5 episoade

Artwork
iconDistribuie
 
Manage series 3574017
Content provided by Peak Financial Planning and Eric Amzalag. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peak Financial Planning and Eric Amzalag 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.
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retirement, or the distribution (spending phase) of retirement that the risk zone often gets overlooked despite its importance. This podcast is designed to not only help you navigate the retirement risk zone but thrive in retirement. My name is Eric Amzalag, I am a Certified Financial Planner TM, Retirement Income Certified Professional, and owner of the independent Financial Planning and Wealth Management Firm Peak Financial Planning. Let's explore retirement income planning, social security, retirement investing, and retirement satisfaction together. Happy Retirement Planning!
  continue reading

5 episoade

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