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Are you confident enough to navigate the complex world of finance and retirement savings on your own?
It’s a common belief that many individuals hold, thinking they can handle it without assistance.
In our latest podcast episode, Charlie Massimo and Peter Anastasian delve into the intricacies of turning your retirement portfolio into a sustainable source of income. Together, they explore the challenges individuals of all wealth levels face and offer valuable insights to help you navigate this crucial phase of your life.
Here’s what you’ll learn in this episode:
- A clearer understanding of how to calculate and determine the amount of money you’ll need for retirement
- A simple formula that provides a solid foundation for your financial planning
- Learning practical techniques to assess your current lifestyle expenses
- The implications of taxes in retirement and how to plan for them effectively
- The different retirement account types and the potential tax consequences associated with distributions
- And so much more