The conversation discusses the factors to consider when deciding to retire, including financial, emotional, and health aspects. It emphasizes the importance of having a retirement plan and the psychology behind it. The conversation also explores the five laws of wealth from the book 'The Richest Man in Babylon' and how they can be applied to retirement planning. It concludes with a discussion on America's attitudes and actions towards retirement planning. In this conversation, Chris Longworth discusses the importance of taking action and applying knowledge when it comes to financial planning. They emphasize the benefits of physically writing down plans and goals, as it creates a stronger connection and accountability. They also caution against sharing sensitive information online and provide tips for avoiding scams. The conversation covers topics such as sequence of return, saving for retirement, and the psychology of money. They address listener questions about contributing to an IRA, filing for retroactive Social Security benefits, and investing in safe options

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

The conversation discusses the factors to consider when deciding to retire, including financial, emotional, and health aspects. It emphasizes the importance of having a retirement plan and the psychology behind it. The conversation also explores the five laws of wealth from the book 'The Richest Man in Babylon' and how they can be applied to retirement planning. It concludes with a discussion on America's attitudes and actions towards retirement planning. In this conversation, Chris Longworth discusses the importance of taking action and applying knowledge when it comes to financial planning. They emphasize the benefits of physically writing down plans and goals, as it creates a stronger connection and accountability. They also caution against sharing sensitive information online and provide tips for avoiding scams. The conversation covers topics such as sequence of return, saving for retirement, and the psychology of money. They address listener questions about contributing to an IRA, filing for retroactive Social Security benefits, and investing in safe options
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

Chris Longworth and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, Chris reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 719-7917.

Chris Longworth and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, Chris reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 719-7917.

The Money Professor with Chris Longworth

So, You Want to Retire, Now What

In this episode of The Money Professor, Chris Longworth discusses essential financial planning strategies for 2025, focusing on retirement income, the importance of a holistic approach, and the psychological aspects of financial planning. He introduces a mathematical equation for calculating retirement income and emphasizes the need for a well-defined purpose for money. The conversation also covers maximizing contributions, personal pensions, distribution strategies, and the benefits of charitable contributions. Chris highlights the importance of having a financial therapist to guide individuals through their financial journey. He explores the evolving definition of retirement, the psychological aspects of retirement planning, and the significance of health and wellness in financial security. The Wealth Defender Strategy is introduced as a comprehensive approach to managing finances for longevity and income security. Nolan also addresses common retirement concerns, tax implications, and the importance of timely financial decisions.

 

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode of The Money Professor, Chris Longworth discusses essential financial planning strategies for 2025, focusing on retirement income, the importance of a holistic approach, and the psychological aspects of financial planning. He introduces a mathematical equation for calculating retirement income and emphasizes the need for a well-defined purpose for money. The conversation also covers maximizing contributions, personal pensions, distribution strategies, and the benefits of charitable contributions. Chris highlights the importance of having a financial therapist to guide individuals through their financial journey. He explores the evolving definition of retirement, the psychological aspects of retirement planning, and the significance of health and wellness in financial security. The Wealth Defender Strategy is introduced as a comprehensive approach to managing finances for longevity and income security. Nolan also addresses common retirement concerns, tax implications, and the importance of timely financial decisions.
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Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit<a href="wealthdefender.com."> wealthdefender.com.</a>

New Year, New You 

In this conversation, Jackie Selby and Chris Longworth discuss the critical aspects of retirement planning, emphasizing the importance of starting early, avoiding common missteps, and understanding the psychological factors that influence financial decisions. They explore the necessity of having a solid income distribution plan and the role of budgeting in achieving financial security during retirement. The discussion also highlights the significance of planning for longevity and the potential financial burdens that can arise in later years. In this conversation, the discuss the importance of building a solid financial architecture for retirement, emphasizing the need for proper planning and education. He highlights the significance of having both emergency funds and retirement income, and the necessity of understanding various investment vehicles. He explores different strategies for income delivery, including personal pensions and charitable remainder trusts, while stressing the need for comprehensive planning to ensure financial security in retirement.

 

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com

In this conversation, Jackie Selby and Chris Longworth discuss the critical aspects of retirement planning, emphasizing the importance of starting early, avoiding common missteps, and understanding the psychological factors that influence financial decisions. They explore the necessity of having a solid income distribution plan and the role of budgeting in achieving financial security during retirement. The discussion also highlights the significance of planning for longevity and the potential financial burdens that can arise in later years. In this conversation, the discuss the importance of building a solid financial architecture for retirement, emphasizing the need for proper planning and education. He highlights the significance of having both emergency funds and retirement income, and the necessity of understanding various investment vehicles. He explores different strategies for income delivery, including personal pensions and charitable remainder trusts, while stressing the need for comprehensive planning to ensure financial security in retirement.
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Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com">wealthdefender.com</a>

A Solid Financial Plan

In this episode of The Money Professor, Chris Longworth discusses the significant wealth transfer occurring as Baby Boomers transition from working to retirement. With an estimated $85 trillion in assets expected to change hands, the conversation emphasizes the importance of financial planning, risk assessment, and the implications of taxes on inheritance. The episode also highlights lessons learned from financial failures, such as the collapse of Lehman Brothers, underscoring the necessity of proper planning and diversification in wealth management. In this conversation, Gary Nolan discusses various aspects of financial planning for retirement, focusing on Social Security, Medicare, retirement savings, tax policies, and listener questions. He emphasizes the importance of understanding changes in Social Security, potential expansions in Medicare, and the impact of interest rates on retirement savings. Nolan also addresses tax strategies for minimizing liabilities and the implications of refinancing in retirement. The conversation concludes with insights on Medicare Advantage plans and how moving can affect coverage options.

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode of The Money Professor, Chris Longworth discusses the significant wealth transfer occurring as Baby Boomers transition from working to retirement. With an estimated $85 trillion in assets expected to change hands, the conversation emphasizes the importance of financial planning, risk assessment, and the implications of taxes on inheritance. The episode also highlights lessons learned from financial failures, such as the collapse of Lehman Brothers, underscoring the necessity of proper planning and diversification in wealth management. In this conversation, Gary Nolan discusses various aspects of financial planning for retirement, focusing on Social Security, Medicare, retirement savings, tax policies, and listener questions. He emphasizes the importance of understanding changes in Social Security, potential expansions in Medicare, and the impact of interest rates on retirement savings. Nolan also addresses tax strategies for minimizing liabilities and the implications of refinancing in retirement. The conversation concludes with insights on Medicare Advantage plans and how moving can affect coverage options.
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

So, You Want to Retire, Now What

The Money Professor with Chris Longworth

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The Money Professor with Chris Longworth

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