In this conversation, Fred Saide discusses the importance of having a written plan for retirement and the need for a comprehensive checklist. He emphasizes the significance of budgeting, understanding income sources, and creating a spending plan. Fred also highlights the importance of considering healthcare and Medicare decisions, as well as tax planning for qualified and non-qualified assets. He discusses the need for asset inventory and portfolio construction, as well as the complexities of Social Security planning. Finally, Fred touches on legacy planning, including wills, trusts, and beneficiaries.

You can reach Fred Saide at 800-593-8188.

Money Matters USA

In this conversation, Fred Saide discusses the importance of having a written plan for retirement and the need for a comprehensive checklist. He emphasizes the significance of budgeting, understanding income sources, and creating a spending plan. Fred also highlights the importance of considering healthcare and Medicare decisions, as well as tax planning for qualified and non-qualified assets. He discusses the need for asset inventory and portfolio construction, as well as the complexities of Social Security planning. Finally, Fred touches on legacy planning, including wills, trusts, and beneficiaries.
You can reach Fred Saide at 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

Your Retirement Checklist

In Episode 164, Fred discusses the complexities of retirement planning, emphasizing the importance of having a written plan, setting realistic goals, and understanding the implications of investment strategies and taxes.  He highlights the need for professional guidance in navigating these challenges, especially in light of potential political changes and the realities of extended longevity. The conversation also touches on the significance of health and long-term care planning, as well as the necessity of tax diversification.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 164, Fred discusses the complexities of retirement planning, emphasizing the importance of having a written plan, setting realistic goals, and understanding the implications of investment strategies and taxes.  He highlights the need for professional guidance in navigating these challenges, especially in light of potential political changes and the realities of extended longevity. The conversation also touches on the significance of health and long-term care planning, as well as the necessity of tax diversification.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Remove the Bewilderment of Retirement

On Episode 163, Fred discusses the complexities of retirement planning, emphasizing that it's not just about accumulating wealth but understanding personal goals and needs. He highlights the importance of working with a fiduciary, the role of AI in financial planning, and the necessity of creating a comprehensive retirement income plan. The conversation also covers long-term care costs, the challenges facing Social Security, and strategies for tax-efficient withdrawals and income diversification.

Reach Fred at 800-593-8188.

Money Matters USA

On Episode 163, Fred discusses the complexities of retirement planning, emphasizing that it's not just about accumulating wealth but understanding personal goals and needs. He highlights the importance of working with a fiduciary, the role of AI in financial planning, and the necessity of creating a comprehensive retirement income plan. The conversation also covers long-term care costs, the challenges facing Social Security, and strategies for tax-efficient withdrawals and income diversification.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Navigating the Retirement Maze

In Episode 162, Fred Saide discusses various financial topics related to retirement planning. He highlights the retirement disconnect, where many Americans are giving up on the ability to retire due to financial pressures caused by inflation. He emphasizes the importance of proper planning and the challenges of do-it-yourself retirement planning. Fred also discusses the potential impact of future tax changes on retirement savings and the benefits of Roth conversions. He addresses common financial regrets, the fear of running out of money in retirement, and the misconceptions surrounding Social Security benefits. Fred concludes by emphasizing the need for intelligent conversations and new policies to address the complex financial landscape.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 162, Fred Saide discusses various financial topics related to retirement planning. He highlights the retirement disconnect, where many Americans are giving up on the ability to retire due to financial pressures caused by inflation. He emphasizes the importance of proper planning and the challenges of do-it-yourself retirement planning. Fred also discusses the potential impact of future tax changes on retirement savings and the benefits of Roth conversions. He addresses common financial regrets, the fear of running out of money in retirement, and the misconceptions surrounding Social Security benefits. Fred concludes by emphasizing the need for intelligent conversations and new policies to address the complex financial landscape.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Your Retirement Checklist

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MoneyMattersUSA® with Fred Saide

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