In this episode, Steve Shyman discusses the various stages of retirement planning, emphasizing the importance of preparation, purpose, and financial security. He outlines the pre-retirement phase, the launch into retirement, the honeymoon phase, and the need for ongoing purpose and structure in retirement. The conversation also highlights the significance of working with fiduciaries and understanding investment management, as well as the critical role of tax planning in ensuring a secure retirement

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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On this episode of Protecting Your Assets, Steve Shyman discusses the secrets to retiring with ease, emphasizing the importance of building multiple income sources, ensuring guaranteed income, and simplifying financial accounts. He also explores the philosophical aspects of finding one's essence and the realities of retirement savings, providing listeners with actionable strategies to enhance their financial security and overall well-being in retirement.

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

or click here to visit our website

Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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In this episode, Steve Shyman discusses the importance of financial planning in uncertain economic times. He highlights unconventional economic indicators, such as the lipstick index and cardboard index, that can provide insights into consumer behavior and market trends. The conversation emphasizes the need for proactive retirement planning and shares real-life client experiences that showcase the peace of mind that comes from having a solid financial strategy. Also on today's show Client Circle Guest Cruz who is a current insurance advisory client of Wilsave Financial.

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

or click here to visit our website

Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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In this episode of Protecting Your Assets, Steve Shyman discusses the current financial landscape marked by uncertainty, inflation, and market volatility. He emphasizes the importance of proactive retirement planning and diversifying portfolios to safeguard against potential downturns. The conversation also explores the concept of the 'Happiness 401k,' highlighting the interconnectedness of financial health and overall well-being, as inspired by Carl Jung's five pillars of happiness.

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

or click here to visit our website

Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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In this episode of Protecting Your Assets, Steve Shyman discusses the importance of having a solid retirement plan amidst economic uncertainty. He highlights risky assumptions that retirees often make, such as relying solely on market performance or underestimating the impact of inflation. The conversation emphasizes the need for guaranteed income streams and the potential benefits of tax strategies during market downturns.

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

or click here to visit our website

Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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In this episode of Protecting Your Assets, Steve Shyman discusses the importance of having a solid retirement plan amidst the uncertainties of the current financial landscape. He emphasizes the need for safe money strategies to protect wealth and ensure a stress-free retirement. The conversation also features a client success story with Sandy, who shares her positive experience with Will Save Financial.

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

or click here to visit our website

Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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In this conversation, Steve Shyman discusses the current economic uncertainty and its impact on retirement planning. He emphasizes the importance of having a solid financial plan that includes safe investments to protect against market volatility. The discussion also covers common myths surrounding Social Security and the potential risks of privatization, advocating for maintaining the current system to ensure financial security for retirees. Also on today's show Client Circle guest Richard.

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

or click here to visit our website

Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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In this episode of Protecting Your Assets, host Steve Shyman and guest Bron Urbanik discuss various aspects of financial services, focusing on retirement planning and the importance of consumer protection. Bron shares his experiences as a bank liquidation specialist during the FDIC's involvement in bank closures, highlighting the measures taken to protect consumers during financial crises. The conversation transitions to the significance of safe money strategies, particularly index annuities, and the risks associated with market volatility, including the sequence of returns risk that can impact retirement income.

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

or click here to visit our website

Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

See omnystudio.com/listener for privacy information.