Seven Plays for Winning the Most Important Ten Years to Retirement Success | Ep 29
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Seven Plays for Winning the Most Important Ten Years to Retirement Success | Ep 29
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About this listen
Download The Game of the Decade eBook
Mark Zagurski introduces the eBook The Game of the Decade: Seven Plays for Winning the Most Important Ten Years to Retirement Success, targeting pre-retirees who need a personalized action plan. He outlines the seven plays: maximizing the five years before and after retirement, determining retirement income needs, managing taxes, optimizing Social Security, planning for early retirement, addressing healthcare, and finding a financial coach. Mark emphasizes that modern retirement planning is more complex than in past generations, requiring tailored strategies to navigate longer life expectancies and declining pensions.
You’ll learn:
The seven key strategies for a successful retirement.
Why the ten years surrounding retirement are critical for financial security.
How modern retirement differs from past generations due to longer lifespans and rising costs.
The importance of a personalized plan for pre-retirees.
How a financial advisor can help you achieve your retirement goals.
“The thing about personal finance is... well, it’s personal. If you want your plan to be personal, it has to be tailored to you.” - Mark Zagurski
Download the free eBook at www.makeitpersonalpodcast.com and schedule a no-obligation consultation with a Mutual of Omaha advisor to start planning your retirement today.
Connect with Mutual of Omaha Advisors through the following links:
Download The Game of the Decade eBook
Download the Seven Principles eBook
Facebook - Mutual of Omaha Advisors
Sign Up For a Free Financial Strategy Meeting
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Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.