A continuation of a prior episode to piggyback on the conversation we had about these commonplace retirement accounts and how, looking through a tax-focused lens, they impact your overall retirement income. You can give away tens of thousands o

E 15 - Choices (Part 1)

Jun 19th, 2023 17m 13s

In today's message - Choices (Part 1) I wanted to introduce the reality that with retirement planning there are so many choices to make! You have to make important choices regarding where to live, whether or not to "down-size", how much to save

E 14 - F.E.A.R. = Face Everything And Rise!

May 13th, 2023 18m 43s

In short, today's message is - Don't let "fear" stop you from living the retirement life that you've always dreamt of!You can live the retirement of your dreams! Make the decision to and then reach out to myself or another trained professional

E 13 - IRAs Right or Wrong for you? Here are some features, etc

Nov 18th, 2022 21m 56s

Saving for Retirement? Want to?Is an IRA right for you? If so, what type? Traditional IRA vs Roth IRA. What you don't know can hurt you.Here is some useful information on the features and benefits of both Traditional and Roth IRAs. We also me

E 12 - Outlets Options

Jul 5th, 2022 14m 31s

Everyone should have an outlet - that thing that when they do it, they can release their energy and feel great! Outlets, hobbies, interests, passions, etc. are so important to staying fulfilled, vibrant. The other word in the title was Options.

E 11 - More Food For Thought

Jun 28th, 2022 12m 55s

Plenty of ideas and things to think about in planning for retirement --- Send in a voice message: https://podcasters.spotify.com/pod/show/jeff-sedlitz/message

E 10 - Growth & Taxes (Two things to consider when planning for retirement)!

Apr 11th, 2022 29m 10s

Thanks for listening to this episode of Retiring Right!As you save for the future, there are many areas where you may want to focus your attention. Most of us know about the need to grow and protect our retirement funds. This is an important c

E9 - Tom Brady Inspired

Jan 30th, 2022 19m 27s

Retiring Right is about more than money. This week's (unconfirmed) news is that 44 year old Tom Brady, QB of the Tampa Bay Bucs is retiring. For Tom it is not a financial decision. Tom and his wife have a reported net worth of around $650,000,0

E8 - Some things to consider when creating Retirement Income

Oct 15th, 2021 26m 18s

This episode talks a bit about 2 main areas to keep in mind when planning and structuring your retirement income. Those two things are GROWTH - of your savings, and the role TAXES can play in your retirement income and therefore quality of life

E7 - Retirement - It's about more than the money!

Apr 19th, 2021 20m 36s

The first thing most people think of when the topic of retirement comes up is "money"... In this episode of "Retiring Right" we talk about non-monetary things that help to make for a great retirement. Please enjoy! If you appreciate the conten

E6 - Advice

Apr 14th, 2021 15m 54s

When it comes to advice on where to eat, what movie to see, etc advice from friends and neighbors is fine. But, when it comes to your financial well-being and retirement planning, advice should be sought after from a licensed and trained profes

E5 - Making a Commitment to Your Retirement

Mar 3rd, 2021 19m 29s

Family Tree Financial Group is a full service financial advisory firm located in Northeast Florida, serving the nation. We have over 200 years of combined industry experience and believe in the philosophy that "None of us are as great as all of

E4 - Business Owner Dilemma

Jul 30th, 2020 12m 45s

We all have major, difficult financial decisions to make. But, the average business owner has even more. Not only do they have all of the "personal" decisions to make over the typical obligations and goals, but they also have several other fina

E3 - Retiring Right - Annuity Awareness Month

Jun 17th, 2020 15m 31s

Today we offer a brief understanding of annuities and how they can be used in retirement planning to generate a "self-made pension plan"--- Send in a voice message: https://podcasters.spotify.com/pod/show/jeff-sedlitz/message

E2 - Changes To Life As We Knew It!

May 4th, 2020 15m 50s

So much has changed with regards to retirement - Retirement age, Life Expectancy, Retirement Funding, Pensions, Social Security, 401-k, IRA, etcThrow in the market volatility we've been experiencing of late and the question is "Now what do I d

E1 - Retiring Right! Intro

Jan 30th, 2020 21m 49s

Hi! This is just a little introduction so that you get to know a little about me, my firm, my past and what "Retiring Right!" will be all about! If you want to know how to maximize retirement, ideas to make retirement great, planning and prepa