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The Calculator Answer vs. Client Answer (5/4/2024)
Manage episode 416861744 series 3083349
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Who's ready to retire? Most of us are ready mentally, but how about financially? Jeremiah Bates and Alex Lundgren share real-life client stories about individuals who didn't believe they were prepared for retirement, only to discover they were, and vice versa. The easiest way to set yourself up for that next step? Prepare an in-depth plan. They also delve into the strategy of Roth conversions and how their clients utilize them to minimize taxes and free up extra funds in retirement.
Jeremiah and Alex explore methods to access your home's equity by utilizing HELOCs and reverse mortgages to supplement any necessary cash flow for your post-working years. They also discuss proper strategies for exiting rental properties, including 1031 exchanges, Delaware Statutory Trusts, and more.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Jeremiah Bates, Financial Advisor
Alex Lundgren, RSSA®, AIF®, Financial Advisor
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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