#102 Key things Advisors Wish Their Clients Knew

06/05/2024 29 min Episodio 102
#102 Key things Advisors Wish Their Clients Knew

Listen "#102 Key things Advisors Wish Their Clients Knew"

Episode Synopsis

It is time to discuss retirement planning, cash flow management, and potential retirement expenses! In this special episode, Micah leads a discussion with Floyd Shilanski, RCF®, a team of seasoned advisors,Christian Sakamoto, CFP®, and JT Ferrin, CFP®, to uncover the crucial aspects of retirement planning that are often overlooked.  Let's tackle the critical topic of cash flow planning and tax considerations so you can learn how to ensure long-term financial stability. With predictable pensions and TSPs, creating a retirement timeline becomes key to managing finances effectively! With a focus on cash flow management, tax planning strategies, and charitable giving, our expert advisors offer practical advice to help federal employees make informed decisions and secure a prosperous retirement future.  https://zurl.co/ifFp