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Recalculate Retirement: Are You Really Prepared? with Eric Miller & Eric Gersch

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Manage episode 490958827 series 3578674
Content provided by Econologics Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Econologics Financial Advisors 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.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

Think your retirement plan is set? Think again. In "Recalculate Retirement: Are You Really Prepared?", we show you how to take back CONTROL of your financial future and avoid the common pitfalls that leave retirees unprepared. Discover why recalculating your retirement number yearly is critical, learn about the hidden expenses that catch so many off guard, and find out how to build personal wealth through diversified income streams. This episode is packed with actionable insights to help you achieve true financial freedom.

At Econologics Financial Advisors, we specialize in helping healthcare practice owners and associates maximize the value of their businesses, pay themselves first, and create wealth that extends far beyond their practices. With tools like our REMI (Required Monthly Income) and DIMMI (Desired Monthly Income) strategies, you'll gain clarity on what you truly need for a comfortable retirement—and how to reach those goals faster.

Are you ready to stop guessing and start planning? Whether you're a practice owner or associate, this is your opportunity to take control of your financial destiny. Let Econologics help you become a Financial Beast by building a retirement plan that holds up, no matter what.

Econologics Financial Advisors is here to empower you with knowledge and confidence to make informed decisions. Watch now and start your journey toward financial independence today!

#financialsafetynet #unforeseenexpenses #retirementchecklist #financialpreparedness #financialresilience

#maximizingretirementincome #financialpreparedness #retirementreadiness #navigatingretirement #retirementchecklist

CHAPTERS:

00:00 - Intro

01:05 - Welcome Back

02:05 - Retirement Planning Strategies

05:36 - RIMI Explained

09:08 - DIMMI Overview

12:30 - How Much Do You Need to Retire?

17:22 - Additional Retirement Expenses to Consider

22:08 - Importance of Retirement Goals

24:32 - Distribution Planning for Retirement

26:04 - Wrapping Up and Key Takeaways

_________________________________________________________________________________

If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

Get Social With Us!

LinkedIn: https://www.linkedin.com/company/econologics

Facebook: https://www.facebook.com/econologicsfinancial

YouTube: https://www.youtube.com/@FinancialBeast

Twitter: https://twitter.com/FinancialBeasts

Instagram: https://www.instagram.com/financialbeastmode/

Website: https://econologicsfinancialadvisors.com/

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 490958827 series 3578674
Content provided by Econologics Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Econologics Financial Advisors 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.

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

Think your retirement plan is set? Think again. In "Recalculate Retirement: Are You Really Prepared?", we show you how to take back CONTROL of your financial future and avoid the common pitfalls that leave retirees unprepared. Discover why recalculating your retirement number yearly is critical, learn about the hidden expenses that catch so many off guard, and find out how to build personal wealth through diversified income streams. This episode is packed with actionable insights to help you achieve true financial freedom.

At Econologics Financial Advisors, we specialize in helping healthcare practice owners and associates maximize the value of their businesses, pay themselves first, and create wealth that extends far beyond their practices. With tools like our REMI (Required Monthly Income) and DIMMI (Desired Monthly Income) strategies, you'll gain clarity on what you truly need for a comfortable retirement—and how to reach those goals faster.

Are you ready to stop guessing and start planning? Whether you're a practice owner or associate, this is your opportunity to take control of your financial destiny. Let Econologics help you become a Financial Beast by building a retirement plan that holds up, no matter what.

Econologics Financial Advisors is here to empower you with knowledge and confidence to make informed decisions. Watch now and start your journey toward financial independence today!

#financialsafetynet #unforeseenexpenses #retirementchecklist #financialpreparedness #financialresilience

#maximizingretirementincome #financialpreparedness #retirementreadiness #navigatingretirement #retirementchecklist

CHAPTERS:

00:00 - Intro

01:05 - Welcome Back

02:05 - Retirement Planning Strategies

05:36 - RIMI Explained

09:08 - DIMMI Overview

12:30 - How Much Do You Need to Retire?

17:22 - Additional Retirement Expenses to Consider

22:08 - Importance of Retirement Goals

24:32 - Distribution Planning for Retirement

26:04 - Wrapping Up and Key Takeaways

_________________________________________________________________________________

If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

Get Social With Us!

LinkedIn: https://www.linkedin.com/company/econologics

Facebook: https://www.facebook.com/econologicsfinancial

YouTube: https://www.youtube.com/@FinancialBeast

Twitter: https://twitter.com/FinancialBeasts

Instagram: https://www.instagram.com/financialbeastmode/

Website: https://econologicsfinancialadvisors.com/

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

  continue reading

100 episodes

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