Carlos Rasmussen discusses the evolving landscape of retirement planning, emphasizing the need for flexibility and unique strategies for high net worth individuals.

Carlos Rasmussen discusses the evolving landscape of retirement planning, emphasizing the need for flexibility and unique strategies for high net worth individuals. They explore the implications of new legislation, healthcare costs, and the importance of business valuations for entrepreneurs. The d…

Carlos Rasmussen discusses various strategies for wealth management and retirement planning.

Carlos Rasmussen discusses various strategies for wealth management and retirement planning. They cover topics such as fixed annuities, T-bills, retirement plans, and the importance of cash management. The discussion also delves into the significance of understanding market risks, the impact of rel…

Carlos Rasmussen discusses the importance of proactive retirement planning, emphasizing that retirement should be viewed as a new beginning rather than an end.

Carlos Rasmussen discusses the importance of proactive retirement planning, emphasizing that retirement should be viewed as a new beginning rather than an end. He highlights the need for financial strategies that account for increased spending in early retirement years, the impact of inflation, and…

Carlos Rasmussen discusses essential aspects of retirement planning.

Carlos Rasmussen discusses essential aspects of retirement planning, focusing on common blind spots such as longevity risk, healthcare costs, and the importance of diversification. He emphasizes the role of life insurance as a versatile financial tool and provides insights into tax strategies, incl…

Carlos Rasmussen discusses unconventional strategies for retirement planning.

Carlos Rasmussen discusses unconventional strategies for retirement planning, emphasizing the importance of exploring hidden financial assets such as life insurance, health savings accounts, and collectibles. He highlights the versatility of life insurance as a financial tool, the tax benefits of h…

Carlos Rasmussen tackles the biggest myths and realities facing retirees today in this episode, from out-of-date financial advice to rising healthcare costs and inflation.

Carlos Rasmussen tackles the biggest myths and realities facing retirees today in this episode, from out-of-date financial advice to rising healthcare costs and inflation. He breaks down essential planning strategies—covering everything from managing taxes and protecting against longevity risk to l…

Carlos Rasmussen discusses the significance of comprehensive financial planning as a roadmap for achieving financial goals.

Carlos Rasmussen discusses the significance of comprehensive financial planning as a roadmap for achieving financial goals. He emphasizes the importance of understanding risk tolerance, maximizing retirement contributions, and implementing tax-efficient investment strategies. The discussion also co…

Carlos Rasmussen and Steve Sedahl discuss the challenges of market volatility and its impact on retirement planning.

Carlos Rasmussen and Steve Sedahl discuss the challenges of market volatility and its impact on retirement planning. They explore various strategies to strengthen retirement plans, including working longer, building guaranteed income streams, adjusting withdrawal rates based on market performance, …

Carlos Rasmussen discusses the current economic climate and its impact on retirees, emphasizing the importance of proactive financial planning.

Carlos Rasmussen discusses the current economic climate and its impact on retirees, emphasizing the importance of proactive financial planning. He highlights the need for liquidity, understanding sequence of returns risk, and budgeting for rising healthcare costs. The discussion also covers the sig…

Carlos Rasmussen discusses the challenges of retirement planning amidst rising inflation and market volatility.

Carlos Rasmussen discusses the challenges of retirement planning amidst rising inflation and market volatility. He emphasizes the importance of flexibility and preparedness in financial planning, the need for a second opinion on investment strategies, and the significance of understanding risk. The…