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Retire Confidently, Part 2: The Final 5 Tips to Secure Your Future

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Manage episode 517975172 series 2806946
Content provided by Strategic Wealth Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Strategic Wealth Partners 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://podcastplayer.com/legal.

If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams.

They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding.

You’ll learn how to:
✅ Hedge your nest egg against inflation’s hidden impact
✅ Maximize HSA and health-care planning strategies
✅ Reevaluate insurance coverage and eliminate unnecessary costs
✅ Stress-test your plan for market downturns and tax changes
✅ Build a bucket-list lifestyle without breaking your budget

It’s not just about retiring—it’s about retiring right.

📧 Questions or want a personalized plan? Contact the team at [email protected]
.

  continue reading

350 episodes

Artwork
iconShare
 
Manage episode 517975172 series 2806946
Content provided by Strategic Wealth Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Strategic Wealth Partners 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://podcastplayer.com/legal.

If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams.

They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding.

You’ll learn how to:
✅ Hedge your nest egg against inflation’s hidden impact
✅ Maximize HSA and health-care planning strategies
✅ Reevaluate insurance coverage and eliminate unnecessary costs
✅ Stress-test your plan for market downturns and tax changes
✅ Build a bucket-list lifestyle without breaking your budget

It’s not just about retiring—it’s about retiring right.

📧 Questions or want a personalized plan? Contact the team at [email protected]
.

  continue reading

350 episodes

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