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Retirement Half-Truths! 

Sierens Financial Group
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We hear a lot of half-truths in the financial world. This isn’t necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story.
For example, you may have heard the age-old advice, “Diversification is key!” While diversification is certainly crucial for reducing risk in your investment portfolio, it's not the be-all and end-all of retirement planning. Scott reminds us that diversification is a component, not the entirety, of a robust retirement plan.
Listen in as we discuss this and a few other examples that show that, while common advice like this can be helpful, it's important to dig deeper and understand the full scope of your retirement needs during the planning process.
#retirementplanning #retirement #financialplanningpodcast
Here are some of the half-truths we discuss in this episode:
0:00 - Intro
2:58 - “Diversification is key!”
8:15 - "Medicare will cover all your healthcare needs!"
13:51 - "Contribute enough to get the company match!"
Begin the 'Max My Retirement' Gameplan here: sierensfinancialgroup.com/wor...
Want to learn more about financial and retirement planning? ➟ bit.ly/3tcS3vn
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Facebook: / sierensfinancial
LinkedIn: / scott-sierens-sfg
Podcast: lifemoneyshow.com/podcast/
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CONTACT ☎
Website: lifemoneyshow.com/
Phone: (847) 235-6989
Email: scott@sierensfinancialgroup.com
Appointment: calendly.com/sierensfg/intro-...

Опубликовано:

 

7 авг 2024

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Комментарии : 2   
@damon-burton
@damon-burton 3 дня назад
Great breakdown. Diversification is important, but it’s just one piece of the puzzle. Medicare isn't a magic wand. And saving the company match isn't enough. This video is a wake-up call to create a personalized retirement plan.
@mrbigcat9
@mrbigcat9 Месяц назад
DYK that States that Fully Tax Roth IRA Distributions Fully tax Roth IRA distributions, meaning that the entire distribution is subject to state income tax. These states include: Alabama Arkansas California Delaware District of Columbia
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