Your Money Your Retirement Podcast
As retirement approaches, a significant challenge emerges. How do you actually transform those savings into reliable monthly income? It's a shift from earning a paycheck to creating your own "retirement paycheck" that needs to last a lifetime.
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You’ve spent an entire career saving for retirement. The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly. How can you make sure you’ve done enough?
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Retirement planning can feel like solving a complex puzzle — every move matters. When should you claim Social Security? How can you avoid triggering unnecessary taxes? What’s the smartest way to manage your retirement savings without costly missteps? Getting it right means fitting all the financial pieces together.
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From daily routines to casual conversations, we’re used to easy answers. But planning for retirement brings questions that require deeper thought and bigger decisions.
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Estate planning isn’t fun, however it’s vital. A little preparation now can prevent confusion, conflict, and costly mistakes later. Listen, learn and update your plan.
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Designing your dream home? It starts with a blueprint. The same goes for your financial life! Add structure, personalize it, and build your financial house that truly fits you.
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Steven is a Certified Public Accountant with more than ten years of experience helping individuals and business owners be tax-efficient through proactive planning and strategy implementation.
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You’ve worked hard to build your nest egg. Saving alone isn’t enough. Just like a well-built home needs a solid foundation to weather any storm, your retirement plan needs the right structure to withstand market swings, rising taxes, and unexpected life changes.
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In your working years, a steady paycheck provided peace of mind. In retirement, that sense of predictability can disappear, and is sometimes subject to market ups and downs. In this episode, we explore how to build reliable income streams, so your retirement feels less like a rollercoaster and more like smooth sailing.
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Some people might put off planning because they don’t know what the process is like or how hard it might be. What can potential clients expect when they come in to meet with the BHC team?
info_outlineYou’ve spent an entire career saving for retirement. The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly. How can you make sure you’ve done enough?