Making Right Decisions

Now in the Greater Seattle Area!

Real Retirement Radio, Sundays at 12pm on 770AM KTTH

You might be setting aside some money in an IRA or 401(k). But as you’re nearing retirement, now what? How do you manage those funds to give them the best chance of lasting as long as you do? With IRAs and 401(k)s, how do you strategically make withdrawals so that the assets last as long as you do? On today’s show we’ll get into ways to help you make the right plan decisions at the right time. Forming an income strategy is made up of moving parts, it’s not a straight line, but it is certainly doable. And worth taking the time so that you can enjoy the retirement you’ve been working and saving for.

Click here or on the picture below to listen now!

Financial professionals like me thrive on helping people put their retirement finances back on track. If you’re a do-it-yourselfer who’s strayed off the retirement planning path, or if you just feel like it’s time to get a fresh perspective on the retirement path you’re on, the first step is to call my office at 855-822-7100 for a customized analysis.

This customized assessment will help uncover areas where there’s opportunity to help grow your retirement nest egg, so it provides enough income for as long as you need it. The analysis also includes:

  • An honest evaluation of how much you have saved for retirement.
  • How much risk your assets are exposed to.
  • Your retirement goals.
  • How much income you might need to support those goals.