Filling in the Retirement Gaps

############################# Video Source: www.youtube.com/watch?v=2emZtTrsGbk

Whether you are a prepared do-it-yourself type of person or just starting the retirement planning process, it is always beneficial to get an expert opinion to fill in the gaps! 💡 • Avoiding common planning pitfalls can mean the difference between living your dream life and dealing with financial hardships later in life. • In this 8th episode of ClearPath to Retirement, Cory and Cynthia discuss important retirement questions, future concerns, and the most overlooked aspects to strategizing for your golden years including, but not limited to: • 📬 Planning for current Social Security rules and policy changes • 🩺 Growing healthcare and long-term care costs • 💸 How to develop a tax plan to pay less to the IRS • Timestamps are below for your convenience! • 𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 • 00:00 INTRO • 00:56 The beginning of ClearPath’s mission • 02:05 Common retirement mistakes • 03:34 Are people overlooking healthcare costs? • 04:45 Expense changes throughout retirement • 05:50 Components of a well-constructed retirement plan • 08:18 Complimentary analysis! • 10:50 How important is Social Security today? • 13:35 When is the right time to file for Social Security? • 15:17 Social Security reduction? • 18:17 Get Your Social Security questions answered today! • 20:36 Talking about self-planners • 23:00 Avoiding pitfalls • 26:14 Are people spending more during retirement? • 27:06 OUTRO • Do you have specific questions you would like to address with Cory and the team at ClearPath Wealth Advisors directly? Book a complimentary visit here 👇 • https://linktr.ee/myclearpathcfo • =================================================== • If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! • =================================================== • • ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ • Facebook: / clearpathwealthadvisors • Instagram: / clearpathwealthadvisorsmn • LinkedIn: / clearpath-wealth-advisors • • #taxplanning • #retirement • #estateplanning • #retirementplan • #retirementplanning • #SocialSecurity • #Budgeting • #HealthCare • • • • • • DISCLOSURE: • Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

#############################

New on site