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.

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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

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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

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This conversation explores the various stages of retirement, emphasizing the importance of early planning and financial security. The hosts discuss the emotional and practical transitions that occur as individuals move from pre-retirement to retirement, highlighting the need for secure income sources and the search for purpose in this new phase of life. This conversation delves into the various phases of retirement, emphasizing the importance of planning and managing finances effectively. It discusses the beauty of nature and its impact on life, the significance of investment management, tax strategies, and healthcare considerations in retirement. The speaker highlights the need for a comprehensive plan to ensure financial well-being and stability during retirement, addressing common concerns such as market volatility and long-term care costs.

Reach out to Esa and the team at 888.919.9311

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In this conversation,Jackie Selby and Esa Jokela discuss various economic indicators that can inform retirement planning. They explore unconventional indicators like lipstick sales and mini alcohol bottles, as well as traditional measures like GDP and unemployment rates. The importance of having a solid income plan for retirement is emphasized, along with the need for diversification in income streams to reduce stress and ensure financial stability. The discussion also highlights the significance of regular financial reviews to adapt to changing market conditions. In this conversation they discuss the importance of understanding risk tolerance in relation to market dynamics, the strategic timing of IRA withdrawals to minimize tax implications, the dangers of playing it too safe with investments, and the notion that it's never too late to plan for retirement. They emphasize the need for regular financial reviews and consultations with professionals to navigate the complexities of retirement planning and market fluctuations.

Reach out to Esa and the team at 888.919.9311

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In this episode of the Ambassador Wealth Power Hour, Jackie Selby and Esa Jokela discuss the importance of having a solid financial plan to navigate economic uncertainties. They emphasize the need for a calm mindset, the significance of secure income streams, and the role of social security and pensions in retirement planning. The conversation also touches on combating inflation and the various financial tools available to ensure financial security in retirement. In this conversation, they discuss the unique financial challenges women face, particularly in retirement. They explore the wage gap, the impact of caregiving, and the importance of financial planning. The discussion highlights the need for women to take control of their financial futures, address investment hesitancy, and plan for longevity. Personal anecdotes and motherly wisdom are shared to emphasize the importance of financial security and the need for a diversified investment strategy. The conversation concludes with a call to action for listeners to seek financial guidance and take proactive steps towards their financial happiness.

Reach out to Esa and the team at 888.919.9311

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In this conversation,Jackie Selby and Esa Jokela discuss the critical aspects of retirement planning, emphasizing the importance of understanding risks, the impact of inflation, and the necessity of having a flexible financial plan. They highlight common misconceptions about market performance and the need for financial literacy, especially among middle-class families. The discussion also touches on the significance of health care costs and the importance of preparing for unexpected life events to ensure financial stability during retirement. In this conversation ,they discuss the critical aspects of financial planning, particularly in relation to retirement. They emphasize the importance of having a solid financial plan, understanding the realities of retirement assumptions, and the dynamics of family inheritance. The discussion also covers the impact of market volatility on retirement income and strategies to ensure financial security in uncertain times.

Reach out to Esa and the team at 888.919.9311

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In this conversation, Jackie Selby and Esa Jokela discuss the current economic climate, focusing on recessionary fears and their implications for retirement planning. They emphasize the importance of maintaining a positive mindset and making informed financial decisions to ensure security and happiness in retirement. The discussion covers market volatility, the need for long-term planning, and the transition from accumulation to distribution of assets. They also touch on the significance of wealth transfer and the potential family dynamics that can arise from it. In this episode, they explore the reasons behind Finland's happiness, the importance of financial planning, and the nuances of social security and Medicare. They discuss how to secure a financial future, the significance of life insurance, and the need for proper beneficiary designations. The conversation emphasizes the importance of understanding financial products and making informed decisions to ensure a stable retirement income.

Reach out to Esa and the team at 888.919.9311.

See omnystudio.com/listener for privacy information.