The new year is around the corner and that means now is a great time to make sure your retirement and income plan are where they need to be. Kevin Brucher has some great suggestions including remembering to take RMD’s to tax mitigating strategies to help wrap up 2023 and get ready for 2024. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

The new year is around the corner and that means now is a great time to make sure your retirement and income plan are where they need to be. Kevin Brucher has some great suggestions including remembering to take RMD’s to tax mitigating strategies to help wrap up 2023 and get ready for 2024. To learn more call 800-975-6717. Visit <a href="https://www.silverleaffinancial.com/">Silver Leaf Financial</a> to learn more.

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

Cruising Through Retirement  Kevin Brucher has some great suggestions including remembering to take RMD’s to tax mitigating strategies to help wrap up 2023 and get ready for 2024.

The conversation covers a range of topics related to retirement planning, financial regrets, investment strategies, market insights, and economic trends. It delves into the impact of inflation, interest rates, and the role of the Federal Reserve. The discussion also explores the volatility of the stock market, the importance of managing risk, and the potential benefits of index annuities as a retirement investment option. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

The conversation covers a range of topics related to retirement planning, financial regrets, investment strategies, market insights, and economic trends. It delves into the impact of inflation, interest rates, and the role of the Federal Reserve. The discussion also explores the volatility of the stock market, the importance of managing risk, and the potential benefits of index annuities as a retirement investment option. Call 800-975-6717. Visit <a href="https://www.silverleaffinancial.com/">Silver Leaf Financial </a>to learn more.

The conversation covers a range of topics related to retirement planning, financial regrets, investment strategies, market insights, and economic trends.

In this conversation, Kevin Brucher discusses the certainty and uncertainty in retirement. They talk about the success of Nvidia and the potential risks of investing in AI stocks. They also discuss the importance of investing in the stock market to stay ahead of inflation and the benefits of having a Health Savings Account (HSA). The conversation then shifts to the role of financial advisors in retirement planning and the importance of education in making informed financial decisions. They also touch on the topics of unexpected expenses, taxes, and the role of annuities in retirement planning. The conversation concludes with a discussion on BlackRock's new plan to include annuities in 401(k) plans and the importance of Social Security and Medicare in retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

In this conversation, Kevin Brucher discusses the certainty and uncertainty in retirement. They talk about the success of Nvidia and the potential risks of investing in AI stocks. They also discuss the importance of investing in the stock market to stay ahead of inflation and the benefits of having a Health Savings Account (HSA). The conversation then shifts to the role of financial advisors in retirement planning and the importance of education in making informed financial decisions. They also touch on the topics of unexpected expenses, taxes, and the role of annuities in retirement planning. The conversation concludes with a discussion on BlackRock's new plan to include annuities in 401(k) plans and the importance of Social Security and Medicare in retirement planning. Call 800-975-6717. Visit <a href="https://www.silverleaffinancial.com/">Silver Leaf Financial </a>to learn more.

Kevin Brucher discusses the certainty and uncertainty in retirement.

In this episode of Cruising Through Retirement, Kevin Brucher discusses the recent report from the Social Security and Medicare trustees, which shows that the depletion dates for these programs have been pushed back. He emphasizes that these numbers can change every year based on the economy and the funding from payroll taxes. Kevin also addresses the topic of inflation and argues that the current rates are normal when viewed from a historical perspective. He advises listeners to be mindful of their spending and to focus on saving money. Additionally, he highlights the importance of getting a second opinion on investment portfolios to ensure diversification and avoid potential pitfalls. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

In this episode of Cruising Through Retirement, Kevin Brucher discusses the recent report from the Social Security and Medicare trustees, which shows that the depletion dates for these programs have been pushed back. He emphasizes that these numbers can change every year based on the economy and the funding from payroll taxes. Kevin also addresses the topic of inflation and argues that the current rates are normal when viewed from a historical perspective. He advises listeners to be mindful of their spending and to focus on saving money. Additionally, he highlights the importance of getting a second opinion on investment portfolios to ensure diversification and avoid potential pitfalls. Call 800-975-6717. Visit <a href="https://www.silverleaffinancial.com/">Silver Leaf Financial </a>to learn more.

Kevin Brucher discusses the recent report from the Social Security and Medicare trustees, which shows that the depletion dates for these programs have been pushed back.

Cruising Through Retirement Kevin Brucher has some great suggestions including remembering to take RMD’s to tax mitigating strategies to help wrap up 2023 and get ready for 2024.

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