• Episode 204: Retirement Readiness: Key Advice for a Secure Future

  • Jul 17 2024
  • Duración: 26 m
  • Podcast

Episode 204: Retirement Readiness: Key Advice for a Secure Future

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  • 🚀 Are you prepared for the journey back down the mountain of life as you approach retirement? Discover the crucial steps to secure your financial future with insights from an expert. 🎙️ In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt welcomes Aaron Cirksena, the founder and CEO of MDRN Capital. Aaron shares his extensive experience in the financial advising space, discussing the transition from working at a significant financial institution to founding his independent advisory firm. The conversation delves into the intricacies of retirement planning, emphasizing the importance of distribution planning, the differences between working with a wirehouse versus an independent advisor, and the common mistakes people make as they approach and enter retirement. Aaron also provides valuable advice on selecting the right financial advisor and the benefits of starting retirement planning early. 📌 Key Takeaways: 🏔️ Distribution Planning: Aaron explains the concept of distribution planning as the journey back down the mountain, highlighting the importance of preparing for the phase of life where you start withdrawing from your retirement accounts. ⚖️ Wirehouse vs. Independent Advisors: The discussion covers the inherent conflicts of interest in wirehouses and the benefits of working with independent advisors who can offer unbiased advice and a more comprehensive range of products. 🚫 Common Mistakes: Aaron identifies common mistakes in retirement planning, such as not managing taxes efficiently and failing to reallocate portfolios appropriately for the withdrawal phase. ✅ Selecting the Right Advisor: The importance of choosing an advisor with experience in similar life stages, a good personality fit, and an independent stance is emphasized. 💬 Quotes: "Think of retirement planning as the journey back down the mountain. It's crucial to have a strategy for the distribution phase, where the risks are different from the accumulation phase." "One of the biggest differences in working with an independent advisor is the lack of inherent conflicts of interest. We choose the products that make the most sense for our clients without any bias." 🌐 How to Reach Aaron: To learn more about Aaron Cirksena and MDRN Capital, visit mdrncapital.com. You can also find more information and schedule a meeting through their website. Learn more about your ad choices. Visit megaphone.fm/adchoices
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