How to Calculate Needs in Retirement for Couples and 5 Key Savings Strategies
Ready To Retire!
Today we dive into the crucial topic of retirement planning for married couples. With the challenge of harmonizing two different perspectives on retirement, this episode offers valuable strategies to increase savings and ensure a comfortable retirement… Click here to Download Your FREE “3 Steps” Workbook: What’s included: 3 Steps to Planning an EPIC Retirement Step 1: How will You Spend Your Time? Step 2: Identify Your Income & Expenses Step 3: Putting it all Together Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a...
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Tax-Free or Tax-Deferred? Roth vs. Traditional IRA, Which is Better? | Ep 28
Ready To Retire!
Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here: Subscribe to our YouTube Channel to be informed when we release new episodes! Connect with Danette Lowe, CFP® Traditional IRA vs. Roth IRA – Which one is better? In this episode, Danette explores the decision between investing in a Traditional IRA, which offers immediate tax deductions but taxes gains upon withdrawal, and a Roth IRA, which doesn't provide tax deductions on contributions, but offers tax-free gains. She discusses the pros and cons of each...
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Ways to Reduce the Financial Stress of 5 Major Life Transitions
Ready To Retire!
In this episode, we explore practical strategies to alleviate the financial strain that often accompanies five major life transitions: Relocating to new places, Navigating career or job changes, Managing finances through relationship shifts, Coping with unexpected health events, and Finding stability during times of loss or grief. Tune in to discover expert insights and actionable tips for achieving financial peace of mind during these pivotal moments in life. Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here: ...
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10 Simple Tactics to Grow Your WEALTH in Your Free Time
Ready To Retire!
Don't miss out on these easy steps that can make a big difference in your financial journey. Uncover practical strategies, in our 1 YEAR Anniversary Episode, that can boost your wealth while fitting into your busy schedule. The episode explores hidden wealth-building gems to help you achieve prosperity. Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here: Check out our YouTube Channel – Please SUBSCRIBE! Get YOUR FREE Risk Tolerance Number: Click here to Request YOUR Free Risk Tolerance Number –...
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Reducing Investment Risks: Inflation, Interest Rates, Overspending & 8 Retirement Protection Strategies
Ready To Retire!
Risk Tolerance Number: Click here to Request YOUR Free Risk Tolerance Number – this quick survey will provide you with an objective look at your risk tolerance. Click here to Download Your FREE “3 Steps” Workbook: What’s included: 3 Steps to Planning an EPIC Retirement Step 1: How will You Spend Your Time? Step 2: Identify Your Income & Expenses Step 3: Putting it all Together Episode 25: In this exciting episode, we'll be delving deep into the risks of long-term investing and equipping you with eight powerful strategies to...
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Before You Cash In: 6 Essential Tips to Maximize Your Social Security Benefits
Ready To Retire!
Click here to Download Your FREE “3 Steps” Workbook: What’s included: 3 Steps to Planning an EPIC Retirement Step 1: How will You Spend Your Time? Step 2: Identify Your Income & Expenses Step 3: Putting it all Together Episode 24: In this episode of the Ready to Retire! podcast, host Danette Lowe CFP®, shares crucial tips to maximize your Social Security benefits and ensure a financially secure retirement. Many Americans make common mistakes by starting to claim Social Security without a strategy, potentially leaving thousands of dollars...
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Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family
Ready To Retire!
Click here to Download Your FREE “3 Steps” Workbook: What’s included: 3 Steps to Planning an EPIC Retirement Step 1: How will You Spend Your Time? Step 2: Identify Your Income & Expenses Step 3: Putting it all Together Episode 23: Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family In this episode, I discuss the often overlooked but crucial aspect of financial planning – conducting a beneficiary checkup. Many people neglect to review and update their beneficiaries listed on various accounts,...
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Inflation and Your Retirement Plan – How to Cope with Rising Costs and Keep Your Savings Safe
Ready To Retire!
Discover expert strategies for protecting your retirement plan in times of high inflation, including tips for diversifying your portfolio and building a solid financial plan… Get your free guide here: Download your free workbook: 3 Steps to Planning an EPIC Retirement Step 1: How will You Spend Your Time? Step 2: Identify Your Income & Expenses Step 3: Putting it all Together Episode 22: Inflation and Your Retirement Plan – How to Cope with Rising Costs and Keep Your Savings Safe Learn all about inflation, what it is, what's causing the current...
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Banking Secrets Uncovered: Staying Safe with FDIC Insurance & Insider Story from the 2008 Crisis
Ready To Retire!
Empower your financial journey by understanding FDIC insurance, protecting your assets, and learning from the past… Get your free guide here: Download your free workbook: 3 Steps to Planning an EPIC Retirement Step 1: Plan Your Sources of Income Step 2: Identify Your Expenses Step 3: Putting it all Together FDIC Insurance Coverage Calculator: The FDIC provides an online tool called the Electronic Deposit Insurance Estimator (EDIE). This calculator helps you determine if your deposits at an FDIC-insured bank are within the coverage limits. You can...
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Retire with Confidence: 9 Mistakes to Avoid in Your Financial Planning
Ready To Retire!
Retiring soon? We discuss the 9 most common Financial Planning mistakes and How to AVOID them. Plus, bonus advice on choosing an advisor… Get your free guide here: Download your free workbook: 3 Steps to Planning an EPIC Retirement Step 1: Plan Your Sources of Income Step 2: Identify Your Expenses Step 3: Putting it all Together Ready to Retire! Podcast: Episode 20: If you're feeling overwhelmed about planning for retirement, this episode is for you. Danette shares 9 common mistakes that people make when planning for retirement and...
info_outlineAre you Ready to Retire? Have you saved enough? At what age should you retire?
These and many more questions are probably swirling around in your head any time you look at your investment accounts or think about your 401k, pension, or social security. Or maybe you’re just tired of working and wondering when you’ll be able to quit confidently!
With Danette Lowe, CFP®, and her 20 years of experience in retirement planning, you’ll hear real stories, learn more about how to plan for an epic retirement successfully, and hear actionable advice to help you peacefully navigate the transition from working and saving to freedom and spending.
Every two weeks, you’ll hear fresh perspectives, gain access to helpful retirement workbooks, calculators, and other resources, plus learn what it might be like to work with a financial advisor who values love, joy, and integrity above all.
Maybe you want to retire early, help care for grandkids, are thinking about a new business, or you want to travel the world, maybe all of the above! Listen here (and don’t forget to Follow this podcast!) to learn simple solutions to complex issues and get your retirement planning questions answered.
Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
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