What if the biggest threat to your retirement isn't the market, but decisions being made in Washington? With ongoing uncertainty around Social Security and proposals inspired by Australia's retirement system, Sean Mason discusses the risks retirees can't control and the strategies they can. He explores legislative risk, tax diversification, retirement income planning, risk tolerance, and why focusing on controllable factors may matter more than following every headline. Sean also outlines practical steps for organizing a retirement plan that accounts for taxes, income needs, estate considerations, and life's unexpected curveballs.
Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.
Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.
Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/
Facebook: https://www.facebook.com/masonstreetwealthmanagement

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