On this edition Of Plan Today Own Tomorrow, how can you find a financial advisor and not just any financial advisor, but the right financial advisor for you? Today we will walk through the steps to make sure you're doing just that.

If you have any questions about your retirement situation

call Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare,

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On this edition we dig into investing and timing. Should you continue to invest after retirement? Asset allocation as you enter into retirement can be key and we will tell you why that’s the case. Once you retire withdrawing money from accounts has a science to it and the science may be different depending on your situation.

If you have any questions about your own retirement

call Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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On this week’s show we look at the landscape we are currently in and how important being ready financially is for retirees and pre-retirees. Artificial Intelligence(AI) is here to stay and we will discuss what that means for financial planning. We will also give you important questions to ask when considering working with a financial advisor.

If you have any questions about your retirement planning

call Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Planning, Retiring, Saving, 401K, IRA, TSP, 403B, Taxes

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On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show.

If you have any questions regarding your retirement contact Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Retire, Save, Plan, Taxes, 401K, IRA, Healthcare,

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On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver.

If you have any questions contact Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Retirement, Taxes, Planning, 401K, Healthcare, Saving, 403B, IRA

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On this week’s show President Biden's proposed tax plan and what it means. Retirement misconceptions that can be detrimental to planning. We will also discuss the little things that can make a big difference in planning for your golden years.

If you have questions about your own planning call Guardian Investment Advisors 800-517-1575 or click here to visit the website.

Retirement, Saving, Planning, IRA, Roth, Taxes, Healthcare, Pension

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On this week’s show we talk regret. Could of, should of, or would of is not what you want to be saying about your retirement. We go over some big ones and how you to avoid them. How can you achieve a carefree retirement? We dive in on planning for your retirement success.

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Retirement. Planning, Saving, 401K, Roth, Taxes, Healthcare

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On this edition of the show we tackle tips to help you get to retirement. We will discuss the latest as well as the tried and true. Couples headed to retirement need to be on the same page, but many are not. Managing our retirement savings and stretching our retirement dollars is vital so we have suggestions.

If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Retirement, Planning, Saving, Annuity, Taxes, Roth, IRA, 401K

See omnystudio.com/listener for privacy information.