Jeanine Beratta
Welcome to The Planning Mindset: Financial Planning is more than just investing.
Financial planning encompasses more than just investing; it's about ensuring financial growth to support a comfortable retirement and prevent the risk of depleting funds.
Critical elements of a comprehensive plan include tax savings strategies, estate planning, business succession, dependents' care, and understanding government benefits like Social Security and Medicare. Additionally, long-term care planning and strategic asset allocation are crucial for making informed distribution decisions during retirement.
While investing plays a key role, it's part of a broader strategy, which includes The Bucket Strategy® for retirement distributions.
To unpack these complex topics, we'll engage experts in short serialized episodes, offering a deep dive into each aspect of financial planning.
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