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Funding Your Lifestyle in Retirement

Funding Your Lifestyle in Retirement

Released Monday, 6th May 2024
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Funding Your Lifestyle in Retirement

Funding Your Lifestyle in Retirement

Funding Your Lifestyle in Retirement

Funding Your Lifestyle in Retirement

Monday, 6th May 2024
Good episode? Give it some love!
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If you are nearing retirement and have your eyes set on that dream day on the horizon (or even if you have recently entered into retirement) you need to know that you’re more responsible now - than ever in our nation’s history - for figuring out how to save, invest, and convert the financial resources you’ve spent your entire life accumulating into spending power that will last you a two to three decade retirement.

You are responsible for doing the necessary planning ahead of time in order to fund your ideal lifestyle in retirement.

More specifically, I discuss:

  • How your retirement income will drive your ideal lifestyle
  • The importance of after-tax retirement income
  • The timing of your retirement income and how it can affect your lifestyle
  • The risks that can threaten your lifestyle in retirement
  • The role of personal preferences when doing your retirement income planning

Resources:

   

The key moments in this episode are:
00:02:01 - Retirement Income Efficiency

00:04:48 - Risks and Obstacles in Retirement

00:09:03 - Real Estate Investment Case Study

00:13:21 - Personal Preferences and Retirement Goals

00:15:45 - Understanding Retirement Income Streams

00:16:26 - Listener Questions and Newsletter

00:17:11 - Sharing the Show and Learning Opportunities


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From The Podcast

Retired-ish

Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve!This educational podcast was created to provide you with confidence in your retirement planning decisions.Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning firm for retirees, Planable Wealth.In each episode, Cameron shares actionable ideas and strategies to help you Simplify Investing, Reduce Taxes, & Grow Your Net Worth, so you can retire on your terms!Cameron will answer some of the top concerns of retirees including: How can I potentially pay less in taxes to the IRS? How can I better preserve my retirement nest egg and draw a sufficient income? How can I simplify my investments? How can I keep more wealth in the family?Cameron also takes a deep dive into more complex issues retirees face regarding retirement income, estate planning, Medicare, Social Security and more!Retirement doesn't have to be a means to an end. To be Retired-ish means to have the CONFIDENCE and FREEDOM to spend your time on what matters most, and retire on your terms! Cameron believes this can be achieved through well-designed financial planning that adapts to life's unknowns.Find more information about Cameron or ask a question you would like answered on the podcast by visiting retiredishpodcast.comWant even more detailed retirement planning insights? Join our monthly Retired·ish Newsletter!

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