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The Retirement Playbook - Episode 27
- 2025/02/03
- 再生時間： 36 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of Coffee With Your Retirement Coach, Aaron and Nic Aaron break down retirement strategies using the only thing appropriate during Super Bowl Season: football analogies. From understanding the importance of getting employer matches on your 401(k), to tax considerations, to estate planning and the nuances of Social Security, this episode is packed with the high level game plan you need to win in every area of the retirement game. Whether you're in the first quarter of your career or approaching the final whistle, discover how to optimize and protect your retirement savings. Tune in, grab your coffee, and get ready to win!
00:00 Introduction: Retirement and the Big Game 00:42 Doing the Superbowl Right at the Yeomans House 01:39 Drawing Parallels: Retirement and Winning Strategies 02:17 Breaking Down the Retirement Playbook 03:06 Optimizing Your Retirement Plan 04:14 Reviewing and Adjusting Your Financial Plan 05:39 Tax Strategies for Retirement 09:35 The Importance of Estate Planning 18:26 The Importance of Naming Multiple Successors 19:23 Updating Estate Planning Documents 20:21 Healthcare Power of Attorney for Adult Children 21:26 Reevaluating Beneficiaries 21:37 Story Time: A Cautionary Tale 23:47 The Role of Beneficiary Forms 26:03 The Complexity of Social Security 30:37 Building a Winning Retirement Team 33:45 Final Thoughts and Encouragement Have a question for the coach? Send it in to connect@yourretirementcoach.com Connect with us on Facebook: https://www.facebook.com/profile.php?id=100063585099972 Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
00:00 Introduction: Retirement and the Big Game 00:42 Doing the Superbowl Right at the Yeomans House 01:39 Drawing Parallels: Retirement and Winning Strategies 02:17 Breaking Down the Retirement Playbook 03:06 Optimizing Your Retirement Plan 04:14 Reviewing and Adjusting Your Financial Plan 05:39 Tax Strategies for Retirement 09:35 The Importance of Estate Planning 18:26 The Importance of Naming Multiple Successors 19:23 Updating Estate Planning Documents 20:21 Healthcare Power of Attorney for Adult Children 21:26 Reevaluating Beneficiaries 21:37 Story Time: A Cautionary Tale 23:47 The Role of Beneficiary Forms 26:03 The Complexity of Social Security 30:37 Building a Winning Retirement Team 33:45 Final Thoughts and Encouragement Have a question for the coach? Send it in to connect@yourretirementcoach.com Connect with us on Facebook: https://www.facebook.com/profile.php?id=100063585099972 Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.