Kevin takes note of the latest economic news with higher prices and interest rate uncertainty in opening a discussion of a slight erosion of confidence among retirees and soon to be retirees.  He also points out that having a plan with risk adjustments, proper income strategies, Social Security claiming strategies, and even long term care considerations can help to boost your retirement confidence.

Reach Kevin at 800-975-6717.

Silver Leaf Financial

Kevin takes note of the latest economic news with higher prices and interest rate uncertainty in opening a discussion of a slight erosion of confidence among retirees and soon to be retirees.&nbsp; He also points out that having a plan with risk adjustments, proper income strategies, Social Security claiming strategies, and even long term care considerations can help to boost your retirement confidence.
Reach Kevin at 800-975-6717.
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.

Cruising Through Retirement with Kevin Brucher

Build Confidence in Your Retirement Plan

Kevin explains how a healthy cash reserve could turn into a retirement plan problem.  He explains how the challenges of a cash drag and how talks about that sweet spot in determining the balance of cash and proper growth in retirement.

480-406-3396

Silver Leaf Financial

Kevin explains how a healthy cash reserve could turn into a retirement plan problem.&nbsp; He explains how the challenges of a cash drag and how talks about that sweet spot in determining the balance of cash and proper growth in retirement.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

The Cash Comfort Trap

Kevin focuses on opportunities that exist during the financial red zone years before retirement.  Some of those include higher contribution limits for those 50 and older and even higher for those between the ages of 60 and 63.  He also discusses Roth conversions and how HSAs can be a triple tax benefit for those who quality.  Kevin defines the financial red zone and the few years before retirement and the first few years of one’s retirement.  He offered a good warning on avoiding sequence of returns risk during that period.

480-406-3396

Silver Leaf Financial

Kevin focuses on opportunities that exist during the financial red zone years before retirement. &nbsp;Some of those include higher contribution limits for those 50 and older and even higher for those between the ages of 60 and 63. &nbsp;He also discusses Roth conversions and how HSAs can be a triple tax benefit for those who quality. &nbsp;Kevin defines the financial red zone and the few years before retirement and the first few years of one&rsquo;s retirement. &nbsp;He offered a good warning on avoiding sequence of returns risk during that period.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

The Critical Few Years Before and Right After Retirement

In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement.

480-406-3396

Silver Leaf Financial

In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

Build Confidence in Your Retirement Plan

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Cruising Through Retirement with Kevin Brucher

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