On this episode of Money Moves with Josh and Jared the conversation explores the evolving concept of retirement, emphasizing the importance of planning for a longer, more active life post-retirement. The hosts discuss the significance of relationships, purpose, and financial strategies to ensure a fulfilling retirement. They highlight the risks associated with longevity and the emotional challenges retirees face, particularly the 'panic tax' that can arise from market volatility. Real-life scenarios illustrate common retirement challenges, reinforcing the need for personalized financial planning.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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In this episode of Money Moves, Josh and Jared discuss the critical aspects of retirement planning, emphasizing the importance of starting early, avoiding common pitfalls, and preparing for unexpected financial challenges. They explore the impact of inflation, the necessity of emergency funds, and the role of insurance in safeguarding retirement savings. The conversation also delves into the complexities of managing inheritances and balancing dreams with practical financial strategies. Listeners are encouraged to seek professional advice to create a customized retirement plan that aligns with their goals and needs.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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In this episode of Money Moves, hosts Josh and Jared explore the concept of 'stealth wealth'—the idea that true wealth often goes unnoticed and is characterized by modest living and financial prudence. They discuss the psychology behind wealth, the influence of social pressure on spending habits, and the importance of having a solid retirement plan. The conversation also touches on the impact of impulse buying, emotional spending, and the necessity of a customized financial strategy to navigate retirement successfully. Real-life scenarios illustrate the challenges retirees face, emphasizing the need for careful planning and consideration of long-term financial realities.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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On this edition of Money Moves the conversation explores effective year-end financial strategies for retirees and pre-retirees, focusing on tax planning methods that can enhance retirement savings and reduce tax liabilities. Hosts Josh McEachin and Jared Garfield discuss other key topics including required minimum distributions (RMDs), gifting strategies, and overlooked deductions that can significantly impact financial well-being.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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In this episode of Money Moves, Josh McEachin and Jared Garfield discuss the evolving challenges retirees face today, including inflation, rising healthcare costs, and the emotional aspects of retirement. They emphasize the importance of proactive financial planning, addressing common concerns such as running out of money and the need for estate planning. The hosts provide insights into effective strategies for managing retirement income, understanding spending needs, and ensuring a secure financial future. They also highlight the significance of having a purpose in retirement and the role of professional guidance in navigating these complexities.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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In this episode of Money Moves, Josh McEachin and Jared Garfield discuss the critical importance of having a structured retirement plan to alleviate financial stress. They explore outdated retirement strategies, the significance of maximizing 401(k) contributions, and provide real-life scenarios to illustrate effective retirement planning. The conversation emphasizes the need for personalized financial strategies and the value of professional guidance in navigating retirement complexities.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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On this episode of Money Moves, Josh and Jared discuss the importance of personalized retirement planning, addressing emotional blocks to spending, and modernizing retirement strategies to adapt to changing financial landscapes. They emphasize the need for dynamic withdrawal strategies and the significance of planning for longevity, including long-term care. The conversation also includes practical retirement scenarios, offering insights into how to navigate common challenges faced by retirees.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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This week on Money Moves with Josh McEachin and Jared Garfield discuss the five pillars of retirement planning: income, investments, taxes, healthcare, and estate planning. They emphasize the importance of proactive planning and the need for a customized approach to ensure financial security in retirement. Key topics include strategies for managing income and taxes, the impact of healthcare costs, the significance of estate planning, and the challenges of decumulation. The conversation also highlights real-life scenarios and solutions for common retirement concerns.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

See omnystudio.com/listener for privacy information.