Ep 45: Retire Smarter Solution™

Suppose you have to have surgery. Does exploratory surgery sound like something you would volunteer to undergo? Or, does a pre-determined surgical plan sound better? If you're like me, having a plan and a repeatable process sounds less risky and what I would prefer.

The same goes for retirement. Retirement spending. Health Insurance. Social Security. Investing. Taxes. These are all key and complex areas where you need to make smart decisions for retirement. So how do you thoughtfully consider and carefully integrate them into a well-crafted retirement plan? 

Listen to Kevin describe True Wealth's Retire Smarter Solution™ that aligns your money to your goals, overlaid with tax-smart strategies, so you can retire with confidence.

If you are a DYI'er that no longer wants to perform exploratory surgery or are unsure if your current advisor is doing the same, reach out to the True Wealth Team at 855-TWD-PLAN or https://www.truewealthdesign.com/ for a free 15-minute call with an experienced CFP® professional to learn how the Retire Smarter Solution™ can help you.

 

Timestamps:

1:22 - Exploratory Surgery Is Not The Solution

4:10 - What’s The Big Picture?

5:27 - What Are You Actually Spending?

8:57 - Where Is Your Income Coming From?

9:52 - Factoring In Various Risks

11:44 - Having A Concrete Plan Alleviates Fear

15:41 - Making Sure Investments Match The Plan

16:01 - Using A Tax-Smart Distribution Strategy