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Are There Universal Retirement Truths? (PART 2)
Manage episode 378205874 series 3470804
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
We’ve split this list of 10 truths into two episodes, and part one focused on income planning, long-term care, investing, longevity and inflation. Today we close out the final five retirement truths by covering investing guidance, taxes, working in retirement, and estate planning.
Here are the truths we’ll discuss in this episode:
- Diversifying your investments across a mix of asset classes is essential for risk management.
- Emotions can be an investor’s worst enemy.
- Understanding the tax consequences of your investments is essential.
- Retirement doesn’t mean complete disengagement from work.
- Estate planning isn’t just for the wealthy.
We hope you enjoy the show!
Helpful Info:
Kyle's website: http://www.mokanwealth.com/
Phone: 913-257-3991
Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
113 episoade
Manage episode 378205874 series 3470804
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
We’ve split this list of 10 truths into two episodes, and part one focused on income planning, long-term care, investing, longevity and inflation. Today we close out the final five retirement truths by covering investing guidance, taxes, working in retirement, and estate planning.
Here are the truths we’ll discuss in this episode:
- Diversifying your investments across a mix of asset classes is essential for risk management.
- Emotions can be an investor’s worst enemy.
- Understanding the tax consequences of your investments is essential.
- Retirement doesn’t mean complete disengagement from work.
- Estate planning isn’t just for the wealthy.
We hope you enjoy the show!
Helpful Info:
Kyle's website: http://www.mokanwealth.com/
Phone: 913-257-3991
Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
113 episoade
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