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Retire ATL

Auteur(s): Vincent Financial Group
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  • Résumé

  • Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.

    Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.

    Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/

    Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24
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Épisodes
  • Planning for Inflation in Retirement

    Planning for Inflation in Retirement
    Jun 25 2024

    On this week's episode of Retire ATL, Aaron Vincent & Matt Decker discuss the importance of knowing where you are in your retirement planning journey and how it can impact your future. They share stories of clients who had misconceptions about their retirement readiness and how they were able to course-correct and gain confidence in their financial situation. Aaron & Matt also explore the impact of inflation on retirement planning and the need to outpace inflation to maintain a comfortable lifestyle. They discuss the importance of understanding and managing fees in retirement accounts and how hidden fees can erode savings over time.

    For more information visit www.retireatlradio.com

    See omnystudio.com/listener for privacy information.
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    21 min
  • Navigating Tax Strategy in Retirement

    Navigating Tax Strategy in Retirement
    Jun 18 2024

    This week the conversation revolves around two main themes: tax strategy in retirement and the impact of inflation on retirement planning. Aaron Vincent and Matt Decker discuss the misconception that taxes will go away or decrease significantly in retirement and emphasize the importance of having a tax strategy. They share strategies to help limit tax bills, such as Roth conversions and thoughtful withdrawal decisions. The conversation then shifts to the challenges of downsizing or buying a smaller home in the current housing market. Aaron and Matt advise clients on making informed decisions and not feeling pressured by market conditions. Finally, they address the impact of inflation on retirement expectations and the need for stress testing retirement plans to account for variables like market volatility, inflation, and long-term care costs.

    For more information visit www.retireatlradio.com

    See omnystudio.com/listener for privacy information.
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    19 min
  • The Ideal Client for Retirement Planning

    The Ideal Client for Retirement Planning
    Jun 13 2024

    Aaron Vincent and Matt Decker are back to discuss the lack of education and misinformation surrounding annuities and they highlight the benefits of having an annuity as a part of retirement planning. Their discussion also touches on the importance of reaching milestones in the market and the need for diversification in investment portfolios. The guys emphasize the significance of considering risk tolerance and age when making investment decisions. The ideal client for retirement planning is someone who wants help and has realistic expectations.

    For more information visit www.retireatlradio.com

    See omnystudio.com/listener for privacy information.
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    14 min
Finances personnelles Économie
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