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Your Retirement Checklist
Manage episode 400128604 series 2965563
In this conversation, Fred Saide discusses the importance of having a written plan for retirement and the need for a comprehensive checklist. He emphasizes the significance of budgeting, understanding income sources, and creating a spending plan. Fred also highlights the importance of considering healthcare and Medicare decisions, as well as tax planning for qualified and non-qualified assets. He discusses the need for asset inventory and portfolio construction, as well as the complexities of Social Security planning. Finally, Fred touches on legacy planning, including wills, trusts, and beneficiaries.
You can reach Fred Saide at 800-593-8188.
See omnystudio.com/listener for privacy information.
101 episod
Manage episode 400128604 series 2965563
In this conversation, Fred Saide discusses the importance of having a written plan for retirement and the need for a comprehensive checklist. He emphasizes the significance of budgeting, understanding income sources, and creating a spending plan. Fred also highlights the importance of considering healthcare and Medicare decisions, as well as tax planning for qualified and non-qualified assets. He discusses the need for asset inventory and portfolio construction, as well as the complexities of Social Security planning. Finally, Fred touches on legacy planning, including wills, trusts, and beneficiaries.
You can reach Fred Saide at 800-593-8188.
See omnystudio.com/listener for privacy information.
101 episod
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