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.

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