There are two key ingredients that are viewed as really the foundation of moving into retirement and beyond. These two, pieces to the foundation are creating the legal entity, the legal structure. That's estate plan, the will, the trust and then the second piece of it, and this is really what gives people a lot of peace of mind as it relates to moving into retirement is creating that income plan.

Join Chris Berry in this episode where he shares the retirement income planning using the "Bucket Plan" concept.

In this episode, you'll learn...

- Chris’ positive focus for the week

- My book on building that retirement and legacy plan

- Creating a clear retirement legacy blueprint

- Income planning as a foundation

- Accumulating money and saving to retirement

- The Bucket Plan

- Sequence of return and risk

- Structuring the income plan

- Distribution and preservation phase

- Organizing your assets

- Widow's Penalty

- Structuring retirement in terms of time horizon

- Money over the next 10 years

- Interest Rate Risk

- 60/40 Investment

Links and Resources:

- castlewealthlegal.com

- RetirementPlanWebinar.com

- AlzElderCare.com

- castlewealthgroup.com

- TheChrisBerryShow.com

- Michiganestateplanning.com

Follow us on Social Media:

- Twitter

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- LinkedIn

- YouTube

So this week on the show I will highlight the book, The Caregivers Legal Guide to Planning for a Loved One With Chronic Illness - this book will give you some guide, kind of create a roadmap for the long-term care journey, the elder care continuum of needing maybe home care or assisted living or assisted living with memory care or nursing home care. Our book that I wrote is specifically to help you navigate that long-term care journey, to give you insider strategies from an advisor and certified elder law attorney that has helped countless families. I'll also share points and deep dive on long term care and many more!

In this episode, you'll learn...

- Chris’ positive focus for the week

- Book: The Caregiver's Legal Guide Planning for a Loved One With Chronic Illness

- Preview of my second book

- How we can help to protect your assets

- Insider's guide on how to plan for long-term care0

- Gift taxes and income tax

- Long Term Care

- A Case Study

- Financial Power of Attorney

- Key Legal Documents

- Estate Planning

- Long Term Care Insurance

- Medicaid

- Planning Strategy

Links and Resources:

- castlewealthlegal.com

- RetirementPlanWebinar.com

- AlzElderCare.com

- castlewealthgroup.com

- TheChrisBerryShow.com

- Michiganestateplanning.com

Follow us on Social Media:

- Twitter

- Facebook

- LinkedIn0

- YouTube

This week on the Chris Berry Show, what we're going to do in our second and third segments is we're going to get into the changing retirement risks. So the risks that maybe your parents or the previous generation had, the risks are a little bit different these days. And we're going to get into what those risks are and what you can do to try to mitigate some of those risks. 

In this episode, you'll learn...

- Chris’ positive focus for the week

- Longevity Risk

- The sequence of return of risk

- Long Term Care Risk

- Market Risk

- Tax Risk

- Stock Market Trending News

- Understanding how retirement is evolving

- We can help you establish Confidence, Clarity, and Comfort in your retirement

- Tax Planning strategies

- Roth IRAs

- Income planning and investment advice

- Protection for your investments

- Low interest Rates

- Potential Tax Liabilities

Links and Resources:

- castlewealthlegal.com

- RetirementPlanWebinar.com

- AlzElderCare.com

- castlewealthgroup.com

- TheChrisBerryShow.com

- Michiganestateplanning.com

Follow us on Social Media:

- Twitter

- Facebook

- LinkedIn

- YouTube