We know retirement can be complex, and we hope this episode helps break down some of that complexity. Peace of mind in retirement requires a plan and regular check-ins with your financial advisor. Schedule a call with us today so we can begin to understand your needs and addressing your concerns.
Episode 14: 4 Overlooked Risks That Could Threaten Your Retirement
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:
Our hope is that you get to retire on your own terms, but let’s take a look at the risks to avoid, as well as the steps that you can take to keep your retirement plan on track—even if you wind up needing to retire sooner than planned.
In this episode, we’ll also discuss:
- Minimizing Your Risk By Diversifying Your Portfolio
- Updating Your Portfolio
- Learning The Difference Between Tax Planning and Tax Preparation
- Maximizing Your Social Security Benefits
- Creating a Bulletproof Retirement Plan
Host Ben Christy interviews Beacon Capital Management’s Senior Partner and Co-Owner, Pete Benson for episode #14 of the Beacon Retirement Strategies Podcast: 4 Overlooked Risks That Could Threaten Your Retirement.