Artwork

Content provided by Tim Wood. Certified Financial Fiduciary®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Wood. Certified Financial Fiduciary® 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.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Why is it important for BOTH spouses to do the RISA® assessment while making a plan for retirement income

11:00
 
Distribuie
 

Manage episode 422167780 series 3355963
Content provided by Tim Wood. Certified Financial Fiduciary®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Wood. Certified Financial Fiduciary® 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 week's episode, we'll discuss why it is so important for both spouses to do the RISA® assessment before we design a retirement plan for them as a couple. Is there a way to ensure both spouses are happy with the plan? How can someone who likes growth and someone who wants guaranteed income both get what they want in the same plan? How important is it for your plan to be designed specifically for you? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams

  continue reading

167 episoade

Artwork
iconDistribuie
 
Manage episode 422167780 series 3355963
Content provided by Tim Wood. Certified Financial Fiduciary®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Wood. Certified Financial Fiduciary® 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 week's episode, we'll discuss why it is so important for both spouses to do the RISA® assessment before we design a retirement plan for them as a couple. Is there a way to ensure both spouses are happy with the plan? How can someone who likes growth and someone who wants guaranteed income both get what they want in the same plan? How important is it for your plan to be designed specifically for you? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams

  continue reading

167 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință