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59½: The Age That Changes Your Retirement Playbook

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Manage episode 508005760 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida 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.

Why is turning 59½ a game-changer for your retirement strategy? Frank and Frankie Guida unpack the significance of this milestone, revealing how it lets you access your 401(k) and IRA without penalties and opens the door to more investment choices. They share real-life stories and explain how a risk and return analysis can help you understand your portfolio’s strengths, weaknesses, and options as you approach retirement.

Schedule a complimentary appointment: A Better Way Financial

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

Follow us on social media: Facebook | LinkedIn | YouTube

See omnystudio.com/listener for privacy information.

  continue reading

212 episodes

Artwork
iconShare
 
Manage episode 508005760 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida 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.

Why is turning 59½ a game-changer for your retirement strategy? Frank and Frankie Guida unpack the significance of this milestone, revealing how it lets you access your 401(k) and IRA without penalties and opens the door to more investment choices. They share real-life stories and explain how a risk and return analysis can help you understand your portfolio’s strengths, weaknesses, and options as you approach retirement.

Schedule a complimentary appointment: A Better Way Financial

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

Follow us on social media: Facebook | LinkedIn | YouTube

See omnystudio.com/listener for privacy information.

  continue reading

212 episodes

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