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Kevin Brucher discusses the un-bucket list for retirement, which includes avoiding financial planning mistakes, dealing with loneliness, working part-time, and planning for different stages of retirement.
Manage episode 396176833 series 2988212
In this episode, Kevin Brucher discusses the un-bucket list for retirement, which includes avoiding financial planning mistakes, dealing with loneliness, working part-time, and planning for different stages of retirement. He emphasizes the importance of creating a detailed financial plan, considering individual circumstances and lifestyle preferences. Kevin also highlights the need for regular communication with a financial advisor and adjusting the plan as circumstances change. He advises against letting the market dictate one's budget and suggests using guaranteed income sources for retirement. Additionally, Kevin emphasizes the importance of estate planning and avoiding the financial support of capable adult children. Call 800-975-6717. Visit Silver Leaf Financial to learn more.
See omnystudio.com/listener for privacy information.
102 epizódok
Manage episode 396176833 series 2988212
In this episode, Kevin Brucher discusses the un-bucket list for retirement, which includes avoiding financial planning mistakes, dealing with loneliness, working part-time, and planning for different stages of retirement. He emphasizes the importance of creating a detailed financial plan, considering individual circumstances and lifestyle preferences. Kevin also highlights the need for regular communication with a financial advisor and adjusting the plan as circumstances change. He advises against letting the market dictate one's budget and suggests using guaranteed income sources for retirement. Additionally, Kevin emphasizes the importance of estate planning and avoiding the financial support of capable adult children. Call 800-975-6717. Visit Silver Leaf Financial to learn more.
See omnystudio.com/listener for privacy information.
102 epizódok
Minden epizód
×1 Kevin Brucher discusses the importance of having a well-thought-out recovery plan during market volatility. 34:18
1 Kevin Brucher discusses the importance of setting realistic financial goals as the new year approaches. 33:57
1 Kevin Brucher discusses the complexities of mortgage management as individuals approach retirement. 34:09
1 Kevin Brucher discusses the financial habits and strategies of wealthy individuals, emphasizing the importance of long-term planning, budgeting, and investment strategies. 34:05
1 Kevin Brucher discusses significant changes to 401k plans coming in 2025, including increased contribution limits and automatic enrollment. 35:27
1 Kevin Brucher discusses the realities of retirement, emphasizing the importance of financial planning amidst economic uncertainties. 34:46
1 "Best of" Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. 36:15
1 (Best Of) Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. 36:35
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