What’s more important: investing in items or experiences? Sean will talk about the importance of travel, experiences, and creating long-lasting memories that can lead to a truly fulfilling retirement.
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RMDs are a critical part of every single person’s retirement plan. The recent passage of The Family Savings Act Of 2018 is going to present people with unprecedented opportunities to save money in regards to their IRAs and RMDs. Sean breaks it all down on today’s episode.
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How you tap into your retirement accounts can really alter your retirement. We’ll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.
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Have you ever interviewed your financial advisor? You should. On this show we’ll tackle the 10 important questions you should ask your current or future advisor, why they’re such important questions, and what kinds of expectations you should have for the answers.
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