Esa Jokela and Jackie Selby discuss the importance of financial planning for retirement, emphasizing the need for a comprehensive review of one's financial situation. They introduce the bucket strategy, which organizes assets based on time horizons to ensure liquidity, safety, and growth. The discussion also highlights the significance of healthcare planning in retirement, addressing common misconceptions about Medicare and the need for long-term care. The conversation aims to empower listeners to take control of their financial futures and create a fulfilling retirement. Call your Happiness Ambassador, Esa Jokela for a free consultation. 888-919-9311.

See omnystudio.com/listener for privacy information.

In this episode, Jackie Selby and Esa Jokela discuss the common financial mistakes people make and how to recover from them. They emphasize the importance of not compounding mistakes, understanding financial options, and the necessity of having a solid financial plan. The conversation also touches on the ostrich strategy, where individuals avoid financial planning, and the value of seeking a second opinion on financial matters. The hosts provide insights on creating a customized income plan to ensure financial stability during retirement. In this conversation,they discuss the importance of financial planning for retirement, focusing on strategies to alleviate financial stress, the role of social security, the transition from pensions to annuities, and the bucketing strategy for managing retirement funds. They emphasize the need for personalized financial advice to navigate these complex topics effectively.

Reach out to Esa and the team at 888.919.9311

See omnystudio.com/listener for privacy information.

In this conversation, Jackie Selby and Esa Jokela discuss the complexities of retirement planning, focusing on the concept of fixed income, the importance of social security, managing healthcare costs, and preparing for long-term care expenses. They emphasize the need for a comprehensive financial strategy that includes multiple income sources and innovative solutions to ensure financial stability throughout retirement. In this conversation, Gary Nolan and Esa Jokela delve into the intricacies of long-term care options, emphasizing the importance of planning for financial security in retirement. They discuss various financial products, including long-term care insurance, annuities, and life insurance, highlighting their roles in ensuring a stress-free retirement. The discussion also touches on the significance of understanding market volatility and the benefits of having a comprehensive income plan to enhance overall happiness in retirement.

Reach out to Esa and the team at 888.919.9311

See omnystudio.com/listener for privacy information.