Listen "Putting Together a Retirement Checklist"
Episode Synopsis
Every individual will have a unique plan for retirement, but there are questions that every person should be able to answer before they make the transition. Am I prepared for increased tax rates in the future? What about if I live longer than I plan and I outlive my money? What do I want to happen with my money after I die? Today we’ll provide a comprehensive checklist that will help prepare you for retirement.
Here’s what we discuss in today’s show:
Saving for the future while enjoying life in the present.
Being prepared for retirement risks.
Minimizing future tax liability.
Incorporating legacy planning into your overall plan.
Want to get in touch with Mark?
Web:
https://silverman-associates.com/home
Email:
[email protected]
Phone:
520.512.8832
520.618.5323
Here’s what we discuss in today’s show:
Saving for the future while enjoying life in the present.
Being prepared for retirement risks.
Minimizing future tax liability.
Incorporating legacy planning into your overall plan.
Want to get in touch with Mark?
Web:
https://silverman-associates.com/home
Email:
[email protected]
Phone:
520.512.8832
520.618.5323
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04/09/2025
Before You Say “I Do”… Talk About This
07/08/2025
Five People You Meet In Retirement
03/07/2025
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