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Retirement Planning for Women

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Conteúdo fornecido por Jeremy Keil. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jeremy Keil ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Check out the latest podcast episode on retirement planning and Social Security by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos at YouTube.com/@MrRetirement.

For decades, retirement and social security content was focused on men, as men occupied the majority of jobs when Baby Boomers were the predominant generation in the workforce. But women have traditionally out-lived their spouses, meaning the primary manager of finances often has to switch from the person who set up their family’s retirement finances to the surviving spouse.

The result? Women often feel under-informed and under-supported once their spouse passes away. For this week’s episode of “Retirement Revealed” author Marcia Mantell joins the show to share her perspective and experience teaching retirement financial literacy to women.

Marcia, an expert in retirement planning, brings her wealth of experience to the discussion, aiming to empower women to take control of their financial future.

One of the keys to empowering women with their financial future is for women to get involved in financial planning as soon as possible. Marcia highlights the deficiency she sees in the financial industry that often results in a failure to to effectively communicate with women about retirement planning.

Social Security planning is often settled with the idea that both spouses live the same amount of time in retirement. The reality, however, is often very different. Marcia stresses the importance of understanding Social Security rules and making informed decisions to maximize benefits, especially considering the longevity of retirement.

One of the things I appreciate most about Marcia is her willingness to share her own experiences on these topics. Her story about developing the “Marcia Freedom Fund” combines the importance of getting involved in your family’s financial planning early with the value of understanding your options in Social Security and retirement.

You can find Marcia’s books on her website or at Amazon.com.

Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-revealed/id1488769337

Spotify Podcasts: https://bit.ly/RetirementRevealedSpotify

Resources:

Connect with Jeremy:

Disclosures:

Content

Results and figures presented within the above links are hypothetical, unaudited and are intended for illustrative purposes only.

Liability

Keil Financial Partners assumes no liability or responsibility for any errors, omissions, or other issues with the links and their respective contents. This includes both the website content and any potential bugs, viruses or other technical threats.

No Tax Advice

Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.

No Investment Advice

The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.

Investment Risk

Investments may increase or decrease significantly. All investments are subject to risk of loss.

General Disclosure

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Please visit our website www.keilfp.com for important disclosures.

  continue reading

192 episódios

Artwork
iconCompartilhar
 
Manage episode 407919010 series 2994840
Conteúdo fornecido por Jeremy Keil. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jeremy Keil ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Check out the latest podcast episode on retirement planning and Social Security by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos at YouTube.com/@MrRetirement.

For decades, retirement and social security content was focused on men, as men occupied the majority of jobs when Baby Boomers were the predominant generation in the workforce. But women have traditionally out-lived their spouses, meaning the primary manager of finances often has to switch from the person who set up their family’s retirement finances to the surviving spouse.

The result? Women often feel under-informed and under-supported once their spouse passes away. For this week’s episode of “Retirement Revealed” author Marcia Mantell joins the show to share her perspective and experience teaching retirement financial literacy to women.

Marcia, an expert in retirement planning, brings her wealth of experience to the discussion, aiming to empower women to take control of their financial future.

One of the keys to empowering women with their financial future is for women to get involved in financial planning as soon as possible. Marcia highlights the deficiency she sees in the financial industry that often results in a failure to to effectively communicate with women about retirement planning.

Social Security planning is often settled with the idea that both spouses live the same amount of time in retirement. The reality, however, is often very different. Marcia stresses the importance of understanding Social Security rules and making informed decisions to maximize benefits, especially considering the longevity of retirement.

One of the things I appreciate most about Marcia is her willingness to share her own experiences on these topics. Her story about developing the “Marcia Freedom Fund” combines the importance of getting involved in your family’s financial planning early with the value of understanding your options in Social Security and retirement.

You can find Marcia’s books on her website or at Amazon.com.

Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-revealed/id1488769337

Spotify Podcasts: https://bit.ly/RetirementRevealedSpotify

Resources:

Connect with Jeremy:

Disclosures:

Content

Results and figures presented within the above links are hypothetical, unaudited and are intended for illustrative purposes only.

Liability

Keil Financial Partners assumes no liability or responsibility for any errors, omissions, or other issues with the links and their respective contents. This includes both the website content and any potential bugs, viruses or other technical threats.

No Tax Advice

Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.

No Investment Advice

The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.

Investment Risk

Investments may increase or decrease significantly. All investments are subject to risk of loss.

General Disclosure

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Please visit our website www.keilfp.com for important disclosures.

  continue reading

192 episódios

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