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Not Every Retirement Plan Fits Neatly In A Box

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Manage episode 497523629 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney 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.

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

No two retirements look the same, and often clients come in with circumstances that make a cookie-cutter plan impossible. In this episode, Phil looks at some examples of these more unique and challenging scenarios and explore the solutions you’ll need to successfully retire. If you're looking for a one-size-fits-all retirement plan, you’re not going to find it here, and that’s a good thing.

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

⏳ How age gaps can dramatically change retirement strategy

🧾 Early retirement and the hidden cost of health coverage

💔 How divorce reshapes your income, housing, and long-term plan

🧠 Special needs planning and estate considerations

🛠️ Why no plan is truly set-it-and-forget-it

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

  continue reading

291 episodes

Artwork
iconShare
 
Manage episode 497523629 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney 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.

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

No two retirements look the same, and often clients come in with circumstances that make a cookie-cutter plan impossible. In this episode, Phil looks at some examples of these more unique and challenging scenarios and explore the solutions you’ll need to successfully retire. If you're looking for a one-size-fits-all retirement plan, you’re not going to find it here, and that’s a good thing.

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

⏳ How age gaps can dramatically change retirement strategy

🧾 Early retirement and the hidden cost of health coverage

💔 How divorce reshapes your income, housing, and long-term plan

🧠 Special needs planning and estate considerations

🛠️ Why no plan is truly set-it-and-forget-it

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

  continue reading

291 episodes

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