🎙️ Pitfalls to Avoid for Financial Security | Financially Fit Radio

Safe Harbor Retirement Group
Safe Harbor Retirement Group
41 بار بازدید - 3 ماه پیش - Welcome to another episode of
Welcome to another episode of Financially Fit Radio with Cory Sickles from Safe Harbor Retirement Group! In today’s episode, Cory and co-host Tony Shore discuss critical retirement pitfalls that can derail your financial security. Learn about the importance of comprehensive planning, the impact of inflation, maximizing Social Security, and the necessity of having diversified investments. Discover how working with a fiduciary can help you avoid common mistakes and ensure a secure and fulfilling retirement.

For more information, visit Safe Harbor Retirement Group or call 614-760-0670 to schedule a complimentary consultation.

Timestamps:
00:03 - Introduction and Welcome
02:07 - Importance of Comprehensive Planning
04:43 - Planning for Early Retirement
06:46 - Social Security: The Foundation of Your Income Plan
08:41 - Inflation: The Silent Killer
10:41 - Planning for Longevity
12:56 - Working with a Fiduciary Advisor
15:28 - Tax Planning and Diversification
17:08 - Diversifying Tax Liabilities
19:41 - Emergency Fund Savings
21:18 - Budgeting for Unexpected Expenses
23:14 - Preparing for Future Healthcare Costs
24:44 - How to Get a Plan in Place

#FinancialPlanning #RetirementPlanning #WealthManagement #EstatePlanning #LegacyPlanning #FinancialAdvice #FinancialEducation #MoneyManagement #InvestmentStrategies #Trusts #Wills #Probate #FinancialAdvisor #SafeHarbor #CorySickles #Taxes #Inheritance #IRA #401k #LifeInsurance #FamilyLegacy #FinancialSecurity #FuturePlanning #FinanciallyFitRadio #SocialSecurity #ohio #centralohio #columbusohio #Turning65
3 ماه پیش در تاریخ 1403/04/12 منتشر شده است.
41 بـار بازدید شده
... بیشتر