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How One Overlooked Issue Can Sink Your Retirement

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Manage episode 408092407 series 2536281
Content provided by Wade Chessman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Chessman 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.

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.

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

  • The importance of having a robust financial strategy that ensures a steady income throughout retirement.
  • Investment strategies to keep pace with, or beat, inflation.
  • The importance of considering long-term care costs in retirement planning.
  • The potential impact of market volatility on retirement savings.
  • Tax-advantaged savings options and strategies to manage tax risk.

Get in touch with Chessman Wealth: https://www.chessmanwealth.com/

The opinions voiced in The Money Knight podcast with Wade Chessman of Chessman Wealth Strategies are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.

Investment advisory services offered through CWM, LLC, an Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

  continue reading

146 episodes

Artwork
iconShare
 
Manage episode 408092407 series 2536281
Content provided by Wade Chessman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Chessman 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.

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.

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

  • The importance of having a robust financial strategy that ensures a steady income throughout retirement.
  • Investment strategies to keep pace with, or beat, inflation.
  • The importance of considering long-term care costs in retirement planning.
  • The potential impact of market volatility on retirement savings.
  • Tax-advantaged savings options and strategies to manage tax risk.

Get in touch with Chessman Wealth: https://www.chessmanwealth.com/

The opinions voiced in The Money Knight podcast with Wade Chessman of Chessman Wealth Strategies are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.

Investment advisory services offered through CWM, LLC, an Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

  continue reading

146 episodes

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