Game Changer Retirement Radio

De: Game Changer Wealth
  • Resumen

  • We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping you get the most from your estate balanced with common sense, safety, and control. Game Changer Wealth is an independent financial service company. This means we do not take direction from any corporate sponsor or franchise therefore we can charter our financial advice to what is best for the client. Some of our financial planning professionals are licensed in multiple states which is great for those that have interests across state lines.
    2024
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Episodios
  • The new middle-class retirement plan: Working into old age! Part 4
    Oct 7 2024
    In this final segment the guys discuss the transition from growth investments to income investments when saving for retirement. It explores the concept of preferred dividends and how they can provide both growth and income. The importance of understanding the job of each investment and considering long-term performance is emphasized. The conversation also touches on healthcare considerations and the impact on retirement planning. The use of annuities as a tool to create consistent and growing income is discussed, along with the benefits of delaying Social Security. The chapter titles could include: 'Transitioning from Growth to Income Investments', 'The Power of Preferred Dividends', 'Healthcare Considerations in Retirement', 'Using Annuities for Income', and 'Maximizing Social Security Benefits'.
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    12 m
  • The new middle-class retirement plan: Working into old age! Part 3
    Oct 7 2024

    In the 3rd episode of this 4 part series Jerry dives into the reasons why people choose not to retire, including a fear of running out of money and a love for the culture and social connections at work. He emphasizes the importance of having a portfolio that provides stable and increasing income, rather than just focusing on growth. Jerry explains the concept of preferred dividends and curated portfolios as strategies for generating income during retirement. He also highlights the need to plan for required minimum distributions (RMDs) and the potential consequences of not having a sufficient income stream.

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    12 m
  • The new middle-class retirement plan: Working into old age! Part 2
    Oct 7 2024

    Jerry Linebaugh continues the discussion of retirement planning for the middle class and shares a tip to cut risk and raise returns. He suggests a strategy of maintaining a weighted portfolio, which can be rebalanced once a year. This strategy has historically had a similar upside to the S&P 500 but with about 50% less correction risk. Jerry emphasizes the importance of considering the impact of required minimum distributions (RMDs) and taxes on retirement funds. He also mentions the need for good income strategies and offers a complimentary consultation to discuss these topics.

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    13 m

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