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You Made It to Retirement… Now Don't Screw It Up!

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Manage episode 517978037 series 2643505
Content provided by Walter Storholt and Craig Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Craig Moser 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.

You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make and explain why having a solid, flexible plan is far more important than a collection of accounts or hot stock tips. Once you've already won the race, don't jump back in.

Here's some of what we discuss in this episode:

🏗️ Build a Strong Foundation: secure income before chasing returns

💡 New Opportunities: evaluating investments with clarity, not emotion

🧩 Comprehensive Planning: coordinating taxes, income, and estate goals

🔁 Adapting to Change: adjusting your plan as life evolves

💰 Tax Strategies: keeping more of what you've earned

Contact Maestro Wealth:

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

Phone: 336-448-1086

  continue reading

135 episodes

Artwork
iconShare
 
Manage episode 517978037 series 2643505
Content provided by Walter Storholt and Craig Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Craig Moser 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.

You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make and explain why having a solid, flexible plan is far more important than a collection of accounts or hot stock tips. Once you've already won the race, don't jump back in.

Here's some of what we discuss in this episode:

🏗️ Build a Strong Foundation: secure income before chasing returns

💡 New Opportunities: evaluating investments with clarity, not emotion

🧩 Comprehensive Planning: coordinating taxes, income, and estate goals

🔁 Adapting to Change: adjusting your plan as life evolves

💰 Tax Strategies: keeping more of what you've earned

Contact Maestro Wealth:

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

Phone: 336-448-1086

  continue reading

135 episodes

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