We all assume things but some assumptions could be dangerous when approaching retirement.  Fred covers some of these.  The list includes assumptions on when you will retire, how long you will live, how much you will spend, and what you will face in taxes.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

We all assume things but some assumptions could be dangerous when approaching retirement.  Fred covers some of these.  The list includes assumptions on when you will retire, how long you will live, how much you will spend, and what you will face in taxes.
You can reach Fred Saide by calling 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Fred Saide discusses proper planning to and through retirement.  His goal is to provide information on financial matters related to planning a successful retirement.  Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

MoneyMattersUSA® with Fred Saide

Dangerous Retirement Assumptions

Fred’s special guest is Corey Carver, Vice-President of Business Development at Magellan Financial and Insurance Services.   Fred and Corey discuss the challenges of securing protected income for retirement. They explore the complexities of retirement planning and the importance of reliable and predictable income. They discuss different strategies, such as systematic income withdrawal, bucketing, and retirement income floors. They also highlight the benefits of annuities, including principal guarantees, potential for growth, and the ability to provide lifetime income. 

Reach Fred at 800-593-8188.

Money Matters USA

Fred’s special guest is Corey Carver, Vice-President of Business Development at Magellan Financial and Insurance Services.   Fred and Corey discuss the challenges of securing protected income for retirement. They explore the complexities of retirement planning and the importance of reliable and predictable income. They discuss different strategies, such as systematic income withdrawal, bucketing, and retirement income floors. They also highlight the benefits of annuities, including principal guarantees, potential for growth, and the ability to provide lifetime income. 
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Protect Your Retirement Income

Fred Saide discusses the challenges and changes in retirement planning, focusing on the impact of Social Security, healthcare, the Secure Act, and inflation. He highlights the strain on Social Security and Medicare due to the increasing number of baby boomers reaching retirement age and the system's inability to accommodate this demographic shift. Fred emphasizes the need for a bipartisan commission to address these issues and suggests potential solutions such as tax increases and investing in index funds. He also discusses the elimination of the stretch IRA and the importance of planning for inflation in retirement.

Reach Fred at 800-593-8188.

Money Matters USA

Fred Saide discusses the challenges and changes in retirement planning, focusing on the impact of Social Security, healthcare, the Secure Act, and inflation. He highlights the strain on Social Security and Medicare due to the increasing number of baby boomers reaching retirement age and the system's inability to accommodate this demographic shift. Fred emphasizes the need for a bipartisan commission to address these issues and suggests potential solutions such as tax increases and investing in index funds. He also discusses the elimination of the stretch IRA and the importance of planning for inflation in retirement.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

A Giant Wave of Retirees

In this episode, Fred Saide provides a comprehensive overview of annuities, their relevance in retirement planning, and the different types of annuities available. He discusses the importance of annuities in providing guaranteed income and addresses the significance of monitoring annuity purchases. Additionally, he emphasizes the need for comprehensive financial planning and estate analysis.

Reach Fred Saide at 800-593-8188.

Money Matters USA

In this episode, Fred Saide provides a comprehensive overview of annuities, their relevance in retirement planning, and the different types of annuities available. He discusses the importance of annuities in providing guaranteed income and addresses the significance of monitoring annuity purchases. Additionally, he emphasizes the need for comprehensive financial planning and estate analysis.
Reach Fred Saide at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Dangerous Retirement Assumptions

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MoneyMattersUSA® with Fred Saide

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