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Kandungan disediakan oleh Broadcasting Experts, LLC and Fred Saide. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Broadcasting Experts, LLC and Fred Saide atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Your Retirement Checklist

38:36
 
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Manage episode 400128604 series 2965563
Kandungan disediakan oleh Broadcasting Experts, LLC and Fred Saide. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Broadcasting Experts, LLC and Fred Saide atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

101 episod

Artwork
iconKongsi
 
Manage episode 400128604 series 2965563
Kandungan disediakan oleh Broadcasting Experts, LLC and Fred Saide. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Broadcasting Experts, LLC and Fred Saide atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

101 episod

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