Mark addresses some frequently asked retirement questions on IRA withdrawals and variable annuities.

Reach Alloy Wealth Management at 800-501-8380.

Alloy Wealth Management

See omnystudio.com/listener for privacy information.

Mark comments on artificial intelligence answers to the question of “who should I seek to help me retire?” Suggestions include looking for experience, good credentials, compatibility, fee structure, and reviews.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

See omnystudio.com/listener for privacy information.

Mark highlights what to consider when determining your asset allocation in retirement such as risk tolerance and capacity, your time horizon, and the kind of returns you’ll need.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

See omnystudio.com/listener for privacy information.

Mark discusses the proper strategies for investing when in retirement and the considerations including longevity, inflation, and unexpected expenses.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

See omnystudio.com/listener for privacy information.

The subjects of legacy, retirement savings, and the effects of divorse in retirement are addressed as Mark highlights good questions to ask as you’re beginning the retirement planning process.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

See omnystudio.com/listener for privacy information.

Mark addresses the fact that some 10,000 baby boomers reach retirement age and the effect that can have on different retirement entities and components such as Social Security, Medicare, overall healthcare, and the labor market.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

See omnystudio.com/listener for privacy information.

Mark highlights five strategies to consider in that five year period before retirement. He describes the financial planning and assessment process, healthcare planning, housing decisions, developing a spending plan, and not forgetting fun.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

See omnystudio.com/listener for privacy information.

Mark addresses some frequently asked retirement questions on life insurance as a possible alternative to long term care insurance, annuities, and estate planning.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

See omnystudio.com/listener for privacy information.