In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of involving an expert in financial discussions, especially when it comes to retirement planning. They emphasize the need for open communication between spouses and the consideration of individual risk tolerances. They also highlight the benefits of Roth accounts in defined contribution plans and the option to delay Social Security benefits. Tripp introduces the Green Line Principle as a safe money strategy and encourages listeners to attend their upcoming workshops. They address questions about IRA investments, opening a Roth IRA, and the sustainability of Social Security. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.

In this episode, Tripp Limehouse discusses common misunderstandings about investing in retirement. He clears up misconceptions about putting all savings in a 401k or IRA, borrowing from retirement accounts, and waiting to invest. Tripp emphasizes the importance of having a plan and understanding the cost of working with a financial advisor. He also highlights the risks of longevity and the need for budgeting and saving. Tripp provides resources, such as a budgeting worksheet, to help listeners navigate their retirement journey. Tripp introduces the Green Line Principle as a safe money strategy and emphasizes the importance of a Social Security roadmap. Lastly, he addresses the pros and cons of annuities versus stocks and provides guidance on required minimum distributions. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss various financial topics, including the dangers of financial advice on social media, the myth of 401(k)s being a scam, and the importance of understanding debt. They also explore the possibility of spending down tax-deferred funds and retiring on dividend income. Throughout the conversation, Tripp emphasizes the need for expert financial advice and the importance of implementing a comprehensive retirement plan.

To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss various financial topics, including the dangers of financial advice on social media, the myth of 401(k)s being a scam, and the importance of understanding debt. They also explore the possibility of spending down tax-deferred funds and retiring on dividend income. Throughout the conversation, Tripp emphasizes the need for expert financial advice and the importance of implementing a comprehensive retirement plan. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.

In this conversation, Trip Limehouse and Steve Sedahl discuss the topic of retiring early. They cover various aspects to consider before deciding to retire early, such as eliminating debt, aligning one's portfolio with goals, and preparing mentally for retirement. They also touch on the importance of evaluating healthcare costs and insurance, as well as strategically withdrawing money from different types of retirement accounts. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of periodically reviewing your finances and making necessary adjustments. They emphasize the need to refresh your budget, ensure liquidity, avoid mistakes with retirement accounts, manage debt, and assess insurance coverage. By addressing these areas, individuals can optimize their financial plans and prepare for a successful retirement. In this episode, Tripp Limehouse discusses the importance of spring cleaning in financial planning. He emphasizes the need to review spending, assess and manage debt, and organize financial documents. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of periodically reviewing your finances and making necessary adjustments. They emphasize the need to refresh your budget, ensure liquidity, avoid mistakes with retirement accounts, manage debt, and assess insurance coverage. By addressing these areas, individuals can optimize their financial plans and prepare for a successful retirement. In this episode, Tripp Limehouse discusses the importance of spring cleaning in financial planning. He emphasizes the need to review spending, assess and manage debt, and organize financial documents. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.

Tripp Limehouse discusses the importance of retirement planning and doing it right. He emphasizes the need for financial checkups and course correction to ensure success in retirement. Tripp also highlights the importance of tracking progress, setting benchmarks, and using financial modeling to make informed decisions. He emphasizes the need for validation and accountability in maintaining financial oversight. Overall, the conversation provides valuable insights into effective retirement planning. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.