Player FM - Internet Radio Done Right
Checked 11M ago
Vor vier Jahren hinzugefügt
Inhalt bereitgestellt von Jeff Christian. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jeff Christian oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Player FM - Podcast-App
Gehen Sie mit der App Player FM offline!
Gehen Sie mit der App Player FM offline!
Ep 23: Retirement Variables
Manage episode 293005752 series 2817079
Inhalt bereitgestellt von Jeff Christian. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jeff Christian oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everyone is unique and to maximize retirement you’ll work to align the variables with who you are.
…
continue reading
Contact:
985-845-2922
jeff@jeffchristianfp.com
24 Episoden
Manage episode 293005752 series 2817079
Inhalt bereitgestellt von Jeff Christian. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jeff Christian oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everyone is unique and to maximize retirement you’ll work to align the variables with who you are.
…
continue reading
Contact:
985-845-2922
jeff@jeffchristianfp.com
24 Episoden
Semua episode
×Were you prepared for this most recent downturn in the market? If you were, good for you! If not, let’s talk about what you need to do to be ready for the next one. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com
If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everyone is unique and to maximize retirement you’ll work to align the variables with who you are. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com
When you make a financial decision, does it start with looking at the numbers or asking the question, “How do I feel about this?” When should your feelings overrule the numbers, and when should the numbers overrule your feelings? Furthermore, what areas of your retirement plan are most likely swayed by feelings and emotions? Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
There are certain retirement planning principles that apply to everyone regardless of who you are, how much money you have, when you’re retiring, or where you live. Let’s examine these universal truths together to determine how you can maximize the principles to complement your unique retirement plans. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
It is no secret that our financial plan will shift and change throughout our lives. However, this is even more prevalent, the closer we get to retirement. Jeff will discuss the different retirement planning stages and what the focus should be when you hit each of these checkpoints. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
R
Retirement Armor with Jeff Christian
Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize if it is a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how to deal with the “problem” of living too long. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
Many pre-retirees wonder if they should pay off their house before they go into retirement, or if it’s okay to still carry a mortgage in this phase of life. Jeff will give us some considerations when making this important decision and some common situations he sees with his clients. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
R
Retirement Armor with Jeff Christian
Long term care can be one of the biggest expenses in retirement, but many of us fail to plan for it. A lot of people are uncomfortable with thinking about mortality and avoid the planning altogether, while others don’t know where to start. On today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
R
Retirement Armor with Jeff Christian
Life insurance is a financial tool that many people have strong opinions about one way or the other. It’s common to see some people praising this life insurance, while others claim it’s not so important. But what’s the truth about life insurance? Today, we discuss what life insurance is, the different policies, and who may be able to benefit from it. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
R
Retirement Armor with Jeff Christian
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. Jeff talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
R
Retirement Armor with Jeff Christian
The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety. Investment options, tax implications, and much more. Jeff discusses the basic rules of rollovers and the positive attributes they can add to your retirement plan. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine which one is best for you based on who you are. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com
A lot of people are unsure if they are actually able to retire. Some worry about leaving a career that they love, while others are concerned if they have enough money to last a lifetime. We discuss reasons why you may feel hesitant to retire and how putting a solid plan together can solve these concerns. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
Annuities are a hot topic in the financial industry. Some people talk about how much they love them, while others say to stay away from them at all costs. But which side should you believe? Today Jeff discusses the pros and cons of different types of annuities and how they may or may not provide value for a retirement income plan. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
Social Security is often misunderstood and ill-planned for costing serious lost opportunity for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this show, we’ll look to clear up the top 5 misunderstandings about Social Security. Contact: http://jeffchristianfp.com/ 985-845-2922 jeff@jeffchristianfp.com…
Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.