Secure Your Retirement podcast

16:03

Learn about the differences between Alzheimer's and dementia, and how Alzheimer's disease progresses. We talk about why catching the disease early can make a big difference. Dr. Sharon Cohen and Dr. Yaakov Stern walk us through the stages of Alzheimer's disease, from when there are no symptoms to when memory issues start to show. They explain the stages of Alzheimer’s and how it develops over time. We also hear from Kelly, who explains her personal experiences and concerns about developing Alzheimer’s, and what she does about it. For links to resources and information covered in this series, visit our website at HealthUnmuted.com/resources What did you think of this episode? We’d love to hear from you. Please visit healthunmuted.com/feedback to let us know! Rethinking Alzheimer’s Disease was made possible with support from Eisai Inc. [00:00:00] Introduction [00:03:10] What's the difference between Alzheimer's disease and dementia? [00:07:04] When does Alzheimer’s begin to develop? [00:09:08] What is Mild Cognitive Impairment (MCI)? [00:10:36] What is subjective cognitive decline? [00:11:59] What is preclinical Alzheimer's disease? [00:13:13] Why is it important to detect Alzheimer’s disease early? Disclaimer: The content provided in this podcast is intended for informational purposes only. It is not a substitute for professional medical advice, diagnosis, or treatment. Always seek the advice of your physician or other qualified healthcare provider with any questions you may have regarding a medical condition. Never disregard professional medical advice or delay in seeking it because of something you have heard on this podcast. Reliance on any information provided by this podcast or its guests is solely at your own risk. ©2024 Mission Based Media Ltd • April 2024 • AD-M2059…

Secure Your Retirement

Feed

Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about. Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcast

300 episódios

Secure Your Retirement

0-10 subscribers

updated há 6 dias

Feed

300 episódios

Todos os episódios

1
The Retirement Checklist Challenge 18:01

há 6 dias18:01

18:01

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Retirement Checklist Challenge , a structured approach to evaluating how prepared you are for retirement. They introduce a Retirement Checklist covering Retirement Income Planning , Tax-Efficient Retirement Strategies , Medicare and Retirement , Long-Term Care Planning , Risk Management , and Estate Planning for Retirees . The goal of the challenge is to help you assess your readiness by scoring yourself on 34 key factors that contribute to a Secure Retirement Plan . Listen in to learn about Financial Planning for Retirement , strategies for Retirement Savings , and ensuring a stress-free transition to retirement. Whether you're already retired or preparing for the next phase, this episode will help you plan for retirement effectively, identifying potential gaps in your strategy. You’ll also learn how to access the full Retirement Checklist to take the challenge yourself! In this episode, find out: · Why Retirement Income Planning is crucial to maintaining financial security. · How to evaluate your Social Security Strategies and income sources. · The importance of Tax-Efficient Retirement Strategies to minimize tax burdens. · How to assess your Medicare and Retirement options effectively. · The role of Risk Management and diversification in protecting your retirement. Tweetable Quotes: "A well-prepared retirement starts with understanding your income, healthcare, and tax strategies—take the Retirement Checklist Challenge to see where you stand!" – Radon Stancil "Retirement planning isn't just about saving money—it's about ensuring you have the right strategy for income, taxes, healthcare, and long-term security." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
Why Private Equity and Alternative Investments Matter 39:02

há 13 dias39:02

39:02

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the world of Private Equity Investing and Alternative Investments with Christopher Zook, the founder and Chief Investment Officer of CAZ Investments. CAZ Investments specializes in Investing in Private Markets , including Private Equity , Private Credit , and even Investing in Sports Teams . Christopher, who co-authored "The Holy Grail of Investing" with Tony Robbins , shares valuable insights into how these Alternative Investment Strategies can provide access to high-quality opportunities typically unavailable to individual investors. Listen in to learn about Non-Correlated Assets and their role in Risk Management in Investing , helping to stabilize portfolios against market fluctuations. Christopher explains how his firm focuses on diversification with non-traditional investments, offering access to exclusive deals that can enhance wealth management strategies. Whether you're planning for retirement or looking for Secure Retirement Investments , this conversation provides valuable perspectives on how to plan for retirement using alternative investments beyond the public markets . In this episode, find out: · The key differences between Public Markets and Private Equity Investing . · How Alternative Investment Strategies provide diversification and risk reduction. · Why Investing in Sports Teams and other private markets is becoming more accessible. · The concept of Non-Correlated Assets and how they impact portfolio stability. · How to invest in private equity and access high-quality opportunities. Tweetable Quotes: "The key to risk management in investing is alignment—when you're invested alongside your clients, you're making decisions that benefit everyone." – Radon Stancil "Diversification isn't just about owning different stocks; it's about Non-Correlated Assets that perform independently, reducing overall risk." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
The High Net Worth Guide to Secure Your Retirement 31:28

há 20 dias31:28

31:28

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential steps to creating a comprehensive financial plan designed for high-net-worth retirement. Joined by Nick Hymanson, CFP®, they walk through the emotional and financial transition from accumulating wealth during your working years to distributing that wealth to fund your retirement. They tackle the critical components of financial planning for retirement, including risk management, retirement income planning, and investment strategies that allow you to retire comfortably and confidently. Listen in to learn about how a solid retirement investment strategy, focused on the Three Bucket Strategy, can help reduce sequence of returns risk and provide clarity and peace of mind. With today’s market volatility and increasing long-term care costs, it’s more important than ever to create a retirement planning guide that ensures your income, protects your assets, and helps you secure your retirement future through thoughtful tax strategies in retirement, retirement withdrawal strategies, and more. In this episode, find out: · How the Peace of Mind Pathway guides you from working years to retirement with confidence. · Why sequence of returns risk can derail your plan and how to protect against it. · What makes the Three Bucket Strategy essential for high-net-worth retirement success. · The growing importance of long-term care planning in today’s retirement landscape. · Key retirement withdrawal strategies to create predictable, reliable income for decades. Tweetable Quotes: "Our whole concept revolves around the Peace of Mind Pathway—it's not just about investments, it's about creating a complete plan to secure your retirement." — Murs Tariq "The safety bucket is what allows you to sleep at night. It's the foundation that keeps you from worrying about daily market swings." — Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
Considering Retirement Planning Goals 24:29

há 27 dias24:29

24:29

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential aspects of setting your retirement planning goals to ensure you're not only prepared but also confident in your transition into retirement. Whether you are five to ten years out or already retired, having a clear retirement planning checklist is crucial to help you address areas like financial goal planning , lifestyle desires, and family considerations. They share real-life experiences of how thoughtful preparation helps people retire comfortably and why retirement planning is important for creating peace of mind. Listen in to learn about the different categories of financial planning for retirement , from understanding retirement income sources to preparing for healthcare costs and legacy planning. Radon and Murs cover practical strategies to help you navigate questions like how to retire early , how to manage taxes, and what steps are needed to support both your family and business as you plan for retirement . Whether you're seeking clarity on your next move or aiming to build confidence in your retirement future, this episode will guide you through the process of securing your retirement with purpose. Listen in to learn about: · How to clarify retirement planning goals and gain confidence in your financial future. · Important considerations for retirement planning for families , like funding weddings or creating lasting memories. · What retirement planning for business owners looks like and how to prepare for selling a business or transitioning. · Why tax planning for retirement needs to happen early and strategies to reduce tax burdens. · How to approach estate planning for retirement , ensuring your loved ones and charitable goals are properly protected. Tweetable Quotes: · "When you plan ahead, retirement becomes something you get to enjoy on your own terms, with confidence." – Radon Stancil · "Understanding your retirement income sources and goals gives you the power to retire comfortably." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
Navigating Retirement - Inflation, Market Volatility and Social Security 22:08

há 5 weeks22:08

22:08

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss some of the biggest concerns retirees face in 2025: inflation and retirement, market volatility, and Social Security benefits. As economic uncertainty continues, many are wondering how interest rates and the economy will impact their financial future. Radon and Murs provide valuable insights into how retirees can develop a sound retirement income strategy to navigate stock market fluctuations, optimize Social Security, and ensure financial security. Listen in to learn about the importance of financial planning for retirees and how a well-structured plan can help you retire comfortably. They emphasize the need for investment risk management and safe investment strategies to mitigate the effects of inflation and market changes. Whether you're asking, "When should I retire?" or working through your retirement checklist, this episode offers actionable steps to plan for retirement effectively. In this episode, find out: · How inflation affects retirement and what retirees can do to manage increasing costs. · The impact of market volatility and interest rates on retirement planning. · Why Social Security optimization is crucial and how to maximize your benefits. · The role of a structured retirement income strategy in securing your retirement. · The importance of a well-balanced investment portfolio to mitigate financial risks. Tweetable Quotes: "Having a solid retirement plan means you won’t be blindsided by inflation or market volatility—it’s about peace of mind." – Radon Stancil "Social Security is just one piece of the puzzle; having a financial roadmap ensures long-term security and flexibility in retirement." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
2024 Tax Filing Made Easy - Key Documents & Expert Filing Tips 21:54

há 6 weeks21:54

21:54

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss tax season preparation with their in-house tax strategist, Taylor Wolverton. As tax season approaches, understanding your tax documents and making informed filing decisions can help reduce stress and ensure accuracy. Taylor shares expert insights on essential documents, filing strategies, and common tax mistakes to help make tax filing easy and efficient. Whether you're planning retirement tax strategies or determining how to file taxes effectively, this episode will help you navigate tax season with confidence. Listen in to learn about the different IRS tax forms you should expect, including W-2 and 1099 forms, and how to differentiate between standard vs. itemized deductions. Taylor also covers the significance of Qualified Charitable Distributions (QCDs) in retirement planning and how they impact your tax filing. Get valuable tips on avoiding common tax mistakes and ensuring all necessary documents are included in your tax filing checklist. This episode is packed with expert filing tips to help you retire comfortably and secure your retirement. In this episode, find out: The key tax documents you need for tax season preparation, including IRS tax forms like W-2, 1099, and 1099-R. The difference between standard vs. itemized deductions and how to determine the best option for you. The importance of Qualified Charitable Distributions (QCDs) for retirement tax planning and how to report them correctly. Common tax mistakes to avoid when filing your return. Best practices for organizing and storing tax documents to streamline future filings. Tweetable Quotes: "The IRS receives all your tax forms, so ensuring accuracy in your tax filing is crucial to avoid unnecessary headaches." – Radon Stancil "If you made a Qualified Charitable Distribution (QCD), make sure to report it correctly—your 1099-R won’t automatically show it as tax-free!" – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
2025 - Economic Update with Andrew Opdyke 27:24

há 7 weeks27:24

27:24

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss: The US economic outlook for 2025 with returning guest Andrew Opdyke , an economist who provides valuable insights into the key economic factors shaping the year ahead. With Federal Reserve policies , inflation and interest rates , and market volatility dominating financial conversations, we break down what investors and retirees need to know. From employment trends to investment strategy , Andrew highlights how government policies , market shifts, and technological advancements—such as AI and automation —will influence US economic growth in 2025. Whether you're focused on your retirement plan , portfolio diversification, or simply trying to make sense of 2025 inflation trends , this episode is packed with expert analysis. Listen in to learn about: · How Federal Reserve policies and interest rates could impact your retirement planning · Why market volatility is expected in early 2025 and how to prepare · The economic impact of Trump’s policy changes , including tariffs, tax cuts, and regulatory shifts · The role of technology and economic growth , including the rise of AI · Why US employment trends could dictate how quickly the economy stabilizes In this episode, find out: · How inflation trends from 2024 set the stage for Federal Reserve policies in 2025 · Why market volatility explained matters for investors and retirees · The impact of US employment trends on economic growth · What to expect from Trump’s policy shifts in trade, taxation, and regulations · Why technology advancements could shape the future of the economy Tweetable Quotes: · "The Federal Reserve has a balancing act in 2025—cutting rates while ensuring inflation doesn’t spike again." — Radon Stancil · "2025 is shaping up to be a year that economic textbooks will reference—whether for policy success or political gridlock." — Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
Travel Smarter - Insider Advice on Curating Once-in-a-Lifetime Trips 26:33

há 8 weeks26:33

26:33

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how retirement opens the door to incredible travel opportunities. Joined by travel consultant Molly Glasgow, they explore the secrets behind curating unforgettable, once-in-a-lifetime trips. Molly shares her expertise on planning bucket list trips, luxury travel experiences, and personalized itineraries, making travel both accessible and extraordinary for retirees. Whether you dream of cultural immersion travel or relaxing in world-class destinations, this episode offers invaluable tips on crafting unique travel experiences tailored to your preferences. Listen in to learn about the process of designing the perfect trip, from idea to execution. Discover how professional travel planning ensures a stress-free journey, allowing you to focus on making memories. Molly explains the importance of timing, budgeting, and selecting the right destinations, ensuring that each trip is meaningful and special. In this episode, find out: · How to plan bucket list trips of a lifetime without the stress. · The benefits of personalized travel itineraries tailored to your preferences. · Why luxury travel planning offers unparalleled value and peace of mind. · The importance of timing and advanced preparation for exclusive travel experiences. · Insights into cultural immersion travel and how it transforms your journey. Tweetable Quotes: · "Travel isn't just about destinations; it's about the memories and connections you create along the way." – Radon Stancil · "A well-planned trip can turn dreams into unforgettable realities." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast . For expert travel planning, visit Molly Glasgow’s website at www.mollyglasgowtravel.com .…

1
2025 Considerations About the Economy 29:37

há 9 weeks29:37

29:37

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss: The current state of the economy as we move into 2025. Joined by Tom Siomades, a chief marketing economist, they analyze how the election results, policy changes, and global events are influencing the stock market trends and broader economic outlook. Tom’s straight-talking insights provide valuable perspectives on inflation vs. interest rates, long-term investment planning, and small business growth. Listen in to learn about: The challenges and opportunities shaping the 2025 economic outlook. Tom highlights key market trends, including the resilience of the stock market, the impact of energy policies, and the potential for economic growth amidst regulatory and political shifts. Whether you’re focused on retirement planning or seeking financial planning tips, this episode delivers actionable insights to secure your retirement. In this episode, find out: · How 2024’s lessons of patience in investing are shaping strategies for 2025. · The effects of the new administration's policies on the U.S. economy and stock market. · Why inflation and energy costs remain central to the economic forecast for 2025. · Opportunities for small business growth through deregulation. · Long-term investment planning strategies for navigating a shifting market landscape. Tweetable Quotes: · “2024 reminded us of the value of patience in long-term investing—missing one market rally could mean missing the next 56.” – Tom Siomades · “Energy costs and deregulation are the twin keys to unlocking sustainable economic growth.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
5 Things to Know About Medicare Advantage Open Enrollment Period for Retirement 16:00

há 10 weeks16:00

16:00

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the complexities of the Medicare Advantage Open Enrollment Period with Shawn Southard, the Medicare aficionado at Peace of Mind Wealth Management. If you’ve ever felt overwhelmed by the intricacies of Medicare Advantage plans, prescription drug coverage, or Medigap policies, this episode is a must-listen. Shawn breaks down the options available, clarifies the rules for switching plans, and highlights key considerations for ensuring your Medicare coverage fits your unique needs. Listen in to learn about the differences between Medicare Advantage and original Medicare, how to navigate maximum out-of-pocket costs, and what to look for when considering switching plans. Whether you’re planning retirement, retiring comfortably, or just looking to secure your retirement, understanding your Medicare options is crucial for avoiding costly mistakes. In this episode, find out: · The key differences between Medicare Advantage plans and original Medicare. · How Medicare Advantage Open Enrollment works and what changes you can make. · The importance of evaluating Medicare Advantage networks and prescription drug coverage. · Potential pitfalls when switching to original Medicare and Medigap policies. · How maximum out-of-pocket costs and co-insurance impact your financial planning. Tweetable Quotes: · “Understanding your Medicare Advantage plan can mean the difference between peace of mind and unexpected financial stress.” – Radon Stancil · “Your healthcare coverage should work for you, not against you. Take the time to explore your options.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
2025 - Common Deductible Charitable Gifts in Retirement 18:47

há 11 weeks18:47

18:47

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the strategies and rules surrounding common deductible charitable gifts in 2025. As the new year begins, many individuals are setting charitable giving goals while seeking to maximize their tax benefits. From understanding adjusted gross income (AGI) limits to choosing between donating cash, appreciated assets, or qualified charitable distributions, this episode walks you through everything you need to know to make informed decisions. Listen in to learn about the tax benefits of donations, the importance of choosing the right type of gift, and how to align your charitable goals with your overall retirement plan. Whether you're donating cash, assets with capital gains, or making qualified charitable distributions, Radon and Murs provide practical advice to help you navigate these options effectively. In this episode, find out: · The benefits of donating cash and how AGI limits affect tax deductions. · How to use donating appreciated assets to avoid capital gains taxes while gaining deductions. · The rules surrounding qualified charitable distributions (QCDs) for individuals over 70½. · How to leverage long-term and short-term capital gains in your charitable giving strategy. · The impact of the 2025 standard deduction on itemizing charitable deductions. Tweetable Quotes: · "Charitable giving isn’t just about generosity; it’s about maximizing impact and minimizing taxes." – Radon Stancil · "Understanding AGI limits can turn charitable donations into powerful tax-saving tools." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
2025 - Important Financial Numbers in Retirement 20:33

há 12 weeks20:33

20:33

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss key updates to the important financial numbers for 2025 that impact tax planning, retirement contributions, and other critical aspects of financial planning. They explain how inflation adjustments have influenced tax brackets, 401(k) and IRA contribution limits, Medicare IRMAA thresholds, and more. Whether you're planning your retirement or already enjoying it, this episode is packed with insights to help you navigate 2025 with confidence and clarity. Listen in to learn about the updated financial planning numbers that are essential for a secure retirement. Radon and Murs delve into tax brackets, Social Security adjustments, HSA limits, and strategies to make the most of these changes. You’ll gain actionable insights to optimize your financial decisions for the new year. In this Episode, find out: · The 2025 tax brackets and how inflation adjustments affect your tax planning. · Updates to 401(k), IRA, and HSA contribution limits for retirement savings strategies. · The latest changes to Social Security benefits, including COLA adjustments and taxation thresholds. · Medicare IRMAA updates and how income levels impact your premiums. · Key estate tax exemptions and what they mean for legacy planning. Tweetable Quotes: 1. Radon Stancil: "Understanding your tax brackets is crucial for making good decisions around tax strategy and retirement planning." 2. Murs Tariq: "Small changes in financial numbers can have a big impact—staying informed helps you retire comfortably and securely." Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
What Issues in Retirement Should I Consider at The Start of the Year 27:35

há 13 weeks27:35

27:35

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss how to approach the start of 2025 with clarity and purpose. They introduce a detailed checklist to help you organize and plan various aspects of your life, including cash flow management, estate planning updates, tax considerations, and more. This isn’t just about setting New Year financial goals or resolutions; it’s about preparing comprehensively to ensure smoother transitions and better decision-making throughout the year. They also share practical steps for managing both personal and financial priorities effectively. Listen in to learn about actionable steps you can take now to set yourself up for success in 2025. From evaluating long-term care insurance options to reviewing retirement planning strategies, this episode is packed with valuable insights. Don’t miss the opportunity to access their checklist, which will guide you through every category you should be thinking about as the new year begins. In this episode, find out: · How to evaluate cash flow management and align your goals for the year. · The importance of reviewing estate planning updates to ensure everything is up-to-date. · Why assessing your investment risk is crucial as you plan for retirement. · Key tax strategies like Roth IRA conversion benefits and contribution limits. · Tips on when to consider long-term care insurance review and its advantages. Tweetable Quotes: · "The more we’re prepared, the smoother things usually go." – Radon Stancil · "Understanding what’s coming in and what’s going out is the foundation of good financial health." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement ! To access the course, simply visit POMWealth.net/podcast .…

1
How to Retire at 62 - All the Numbers You Need to Know 19:43

há 14 weeks19:43

19:43

In this episode of the Secure Your Retirement Podcast , Radon Stancil and Murs Tariq continue their discussion from Episode 292 on How to Retire at 62 . In this follow-up, they welcome their team member, Taylor Wolverton, to dive into the numbers of a real-world retirement financial plan. Together, they walk through detailed retirement scenarios for someone looking to retire at 62, highlighting critical strategies to ensure a secure and sustainable retirement. From income and expenses to Social Security at 62 and withdrawals, they leave no stone unturned. Listen in to learn about how to build a financial plan that works for you, even when unexpected scenarios arise. You’ll also gain insight into why retirement planning at 62 requires more than simple calculations and how ongoing adjustments can help you retire comfortably and with peace of mind. In this episode, find out: · How much you need to retire at 62 and why a conservative approach matters · A step-by-step breakdown of Social Security income strategies for early retirees · How inflation impacts retirement expenses and why planning for it is crucial · Key insights into 401k withdrawal strategies and cash flow sustainability · Why a flexible and evolving retirement financial plan is essential Tweetable Quotes: · “Retirement planning isn’t about a one-time decision; it’s about creating a flexible, evolving plan that adapts to life changes.” - Radon Stancil · “The key to retiring at 62 is understanding your numbers and having a solid plan to sustain your lifestyle long-term.” - Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…

1
Navigating Life After Losing a Spouse: Financial and Emotional Steps 17:56

há 15 weeks17:56