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In this episode of Retire Fit Radio, Nathan Fort discusses the importance of redefining retirement beyond just financial assets. He introduces the Breakaway Point Calculator, which helps individuals determine when they can retire based on their financial situation. The conversation shifts to legacy planning, emphasizing that it encompasses more than just wills and trusts. Nathan also addresses upcoming changes in estate tax exemptions and the necessity of having a comprehensive financial plan, referred to as the Vital View. The episode further explores strategies for retirement income, including the three-bucket strategy and the importance of preparing for unexpected life events with a 'shock blanket'. Finally, Nathan tackles real-life retirement scenarios, providing insights on how to navigate common challenges.

If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.

Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

In this episode of Retire Fit Radio, Nathan Fort discusses the importance of redefining retirement beyond just financial assets. He introduces the Breakaway Point Calculator, which helps individuals determine when they can retire based on their financial situation. The conversation shifts to legacy planning, emphasizing that it encompasses more than just wills and trusts. Nathan also addresses upcoming changes in estate tax exemptions and the necessity of having a comprehensive financial plan, referred to as the Vital View. The episode further explores strategies for retirement income, including the three-bucket strategy and the importance of preparing for unexpected life events with a 'shock blanket'. Finally, Nathan tackles real-life retirement scenarios, providing insights on how to navigate common challenges.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or <a href="retireaustin.com">click here</a> to visit our website.
Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

Standing in a welfare line as a young man with his mother to collect donated groceries, Nathan's relentless determination to understand money was born. With appreciation for the loving sacrifices and hard work of his parent's to support him and his siblings despite health complications and layoffs, living a financially fearless life became Nathan's quest and helping others to do the same later became his mission. Over the last sixteen years Nathan has developed and perfected the art of retirement planning culminating in his Three Steps to Financial Fitness process which has allowed hundreds of pre-retirees and retirees approach and thrive in retirement, fearlessly. 

As host of the Retire Fit with Nathan radio show, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune in on KLBJ, 11:00am on Sundays. Nathan has also contributed to his industry by serving on multiple national boards and training hundreds of financial advisors across the country on proven retirement strategies. He holds the Chartered Advisor for Senior Living® (CASL®) designation and the Retirement Income Certified Professional® (RICP®) designation.

Nathan married his best friend, Lindsay in 2004 and their family of six children is their pride and joy. Between homeschooling, boating, sports, church activites and taking care of their 150lb dog and nineteen chickens they also make time for pizza and a lazy movie-night.

Retire Fit with Nathan Fort

Standing in a welfare line as a young man with his mother to collect donated groceries, Nathan's relentless determination to understand money was born. With appreciation for the loving sacrifices and hard work of his parent's to support him and his siblings despite health complications and layoffs, living a financially fearless life became Nathan's quest and helping others to do the same later became his mission. Over the last sixteen years Nathan has developed and perfected the art of retirement planning culminating in his Three Steps to Financial Fitness process which has allowed hundreds of pre-retirees and retirees approach and thrive in retirement, fearlessly. As host of the Retire Fit with Nathan radio show, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune in on KLBJ, 11:00am on Sundays. Nathan has also contributed to his industry by serving on multiple national boards and training hundreds of financial advisors across the country on proven retirement strategies. He holds the Chartered Advisor for Senior Living® (CASL®) designation and the Retirement Income Certified Professional® (RICP®) designation. Nathan married his best friend, Lindsay in 2004 and their family of six children is their pride and joy. Between homeschooling, boating, sports, church activites and taking care of their 150lb dog and nineteen chickens they also make time for pizza and a lazy movie-night.

Standing in a welfare line as a young man with his mother to collect donated groceries, Nathan's relentless determination to understand money was born. With appreciation for the loving sacrifices and hard work of his parent's to support him and his siblings despite health complications and layoffs, living a financially fearless life became Nathan's quest and helping others to do the same later became his mission. Over the last sixteen years Nathan has developed and perfected the art of retirement planning culminating in his Three Steps to Financial Fitness process which has allowed hundreds of pre-retirees and retirees approach and thrive in retirement, fearlessly. As host of the Retire Fit with Nathan radio show, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune in on KLBJ, 11:00am on Sundays. Nathan has also contributed to his industry by serving on multiple national boards and training hundreds of financial advisors across the country on proven retirement strategies. He holds the Chartered Advisor for Senior Living® (CASL®) designation and the Retirement Income Certified Professional® (RICP®) designation. Nathan married his best friend, Lindsay in 2004 and their family of six children is their pride and joy. Between homeschooling, boating, sports, church activites and taking care of their 150lb dog and nineteen chickens they also make time for pizza and a lazy movie-night.

In this episode of Retire Fit Radio, Nathan Fort discusses the importance of redefining retirement beyond just financial assets. He introduces the Breakaway Point Calculator, which helps individuals determine when they can retire based on their financial situation. The conversation shifts to legacy planning, emphasizing that it encompasses more than just wills and trusts. Nathan also addresses upcoming changes in estate tax exemptions and the necessity of having a comprehensive financial plan, referred to as the Vital View. The episode further explores strategies for retirement income, including the three-bucket strategy and the importance of preparing for unexpected life events with a 'shock blanket'. Finally, Nathan tackles real-life retirement scenarios, providing insights on how to navigate common challenges.  If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.  Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes

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