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.

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.

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.

On this week's episode, Aaron Vincent and Matt Decker discuss the impact of the upcoming election on the market and retirement planning. They emphasize the importance of having a plan and not getting caught up in the headlines and media frenzy. They explain that while elections can cause market volatility, they also present opportunities for investors. They also address the concerns about inflation and healthcare costs in retirement, stressing the need for proper financial planning and stress testing. The conversation concludes with a discussion on early retirement and the importance of making informed decisions based on individual circumstances.

For more information visit www.retireatlradio.com

See omnystudio.com/listener for privacy information.

Aaron Vincent and Matt Decker explore the impact of election years on retirement plans and emotions, the role of volatility in retirement savings, the importance of long-term planning, and the significance of income replacement strategies in retirement. They also delve into the principles of investing, the CEO mindset in personal finance, and the initial consultation process with financial advisors. Additionally, they discuss the complexities of cryptocurrency, the risks and opportunities associated with it, and the prevalence of scams in the crypto space.

For more information visit www.retireatlradio.com

See omnystudio.com/listener for privacy information.

DIY retirement plans are common, but there are risks involved. Aaron Vincent and Matthew Decker of Vincent Financial Group discuss those risks. Many people underestimate the complexities and potential setbacks that can arise. It's important to ask the right questions and seek professional advice. Retirement goals vary, with some aiming for a specific age and others focusing on financial milestones. The amount needed for a successful retirement can vary depending on individual circumstances and desired lifestyle. Social security benefits play a significant role in retirement planning, and it's important to understand how they can impact overall financial security. Planning for potential changes in social security is crucial, including stress testing different scenarios.

For more information visit www.retireatlradio.com

See omnystudio.com/listener for privacy information.

Aaron Vincent and Matt Decker detail the first appointment with the Vincent Financial Group. What to expect, what to bring, where to go and most importantly, what next?

For more information, visit www.retireatlradio.com

See omnystudio.com/listener for privacy information.

Aaron Vincent and Matthew Decker break down the pros and cons of annuities and which one could work best for your retirement plan.

For more information, visit www.retireatlradio.com

See omnystudio.com/listener for privacy information.