In this episode, Eric and Katie discuss some of the key decisions you’ll make along the path of retirement and how they can make or break your future.

• Unlock the power of small retirement decisions to shape your financial future
• Balance risk and reward in your retirement investment strategy
• Plan for hidden healthcare costs to secure a stable retirement
• Optimize Social Security benefits for you and your spouse
• Learn how to navigate complex retirement planning

In this episode, Eric and Katie discuss practical steps and expert insights for a confident retirement income plan.

Key takeaways:

• Learn vital strategies for crafting a retirement income plan to enjoy life without constant financial worry
• Discover the empowering approach to aligning spending with a well-thought-out plan to live your perfect retirement days
• Guidance on integrating essential living expenses with the fulfillment of dreams for a rich and confident retirement
• Insights on coordinating social security, tax planning, and minimizing investment fees to make the most of your retirement savings
• Opportunity for a complimentary consultation to help build your personalized income plan and pursue the retirement lifestyle you deserve

In this episode, Eric and Katie discuss how you can recognize and avoid some of the most common IRA mistakes that can derail your retirement plans.

Key takeaways: 

• Navigate IRAs – Learn to avoid top 10 retirement mistakes 
• Maximize retirement income
• Explore critical aspects – Understand your retirement strategy
• Incorporate comprehensive tax strategies in retirement 
• Leverage IRAs for a secure future