8 Characteristics of Retirees Who Achieve Remarkable Success – Part 2

Published on: Jan 27, 2024

Inspiration for this Beacon Retirement Strategies Radio Show: 8 Characteristics of Retirees Who Achieve Remarkable Success – Part 1 and 2, came from one of our favorite business books, Steven R. Covey’s “7 Habits of Highly Effective People”.

Establishing habits can genuinely reshape mindsets and bring about life transformations. Habits that you can truly incorporate and embrace, integrating them into your life this year to transform your financial situation and journey toward retirement.

Part 2 of this episode will cover the remaining 4 characteristics that remarkably successful retirees share, including having:

  • a regular annual portfolio fee assessment
  • a forward-looking tax efficiency plan and tax savings strategy
  • a well-structured estate plan, including wills, trusts, powers of attorney, and healthcare directives
  • a thorough healthcare plan with costs, Medicare benefits and limitations, and supplemental health insurance or long-term care if needed.

Successful retirees often engage in lifelong learning, stay flexible to adapt to new circumstances, maintain a positive attitude, and possess a strong sense of purpose that guides their daily activities and financial decisions.

You’ve worked hard and saved for retirement, but you must ensure your money lasts. There may be opportunities to increase your income in retirement, protect your principal from growing risk, and maximize your Social Security benefits. You need a solid retirement income plan. Get a FREE Retirement Income Analysis, and ensure you have all your bases covered to enjoy your retirement.

Here’s how it works…

  1. You provide us with some basic information.
  2. We discuss your options for potential income-maximizing strategies best suited to your situation.
  3. You’ll walk away with a better understanding of your financial picture, including how much you can save in taxes when you retire.

If you’ve saved over $250,000 for retirement, schedule your FREE Retirement Income Analysis today. 

Also, check out these free retirement fee and tax-saving resources, as well as estate and healthcare guides:

Free Financial Calculator

Free Guides & Whitepapers

Retirement Planning Articles

Retirement Talk YouTube Show

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