Episode Synopsis "Get The Most Out Of Your Retirement Nest Egg"

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• Your Lifestyle In Retirement
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• Let's Talk About Annuities
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• Retirement Unknowns
• Retirement Unknowns
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• Your Retirement Needs To Diversify
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• Diversification In Retirement
• Everyone Will Go Through These 3 Stages Of Retirement
• Special Guest Marty Ruby Joins Christy & Matt
• What The SMART Plan Stands For
• How To Make Your Money Work For You
• The Big Questions Everyone Has In Retirement
• Generation X & Retirement
• What is the SMART Plan from Presley Wealth Manangement?
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• Gen X & Retirement
• Challenges In Retirement
• Giving You Clarity On The Road To Retirement
• Four Questions You Need Answered For Your Retirement
• Outlining The SMART Plan At Presley Wealth
• Four Big Questions For Your Retirement
• Reviewing The 3 Stages Of Retirement Everyone Will Go Through
• A Lot Of Financial Uncertainty Here & Abroad
• All-Weather Strategies For Any Unexpected Storms In Your Retirement
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• SMART Plan: Know Where You Are On The Road To Retirement
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• Retirement Toolkit: Three Worlds Of Money
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• 401Ks, IRAs & Your Retirement Plans
• Making Your Money Work For You In Retirement
• The 3 Stages Of Retirement Everyone Goes Through
• Challenges In Retirement
• 401Ks, IRAs & Deferring Taxes
• No Set Time For The Stages Of Retirement
• The Three Worlds Of Money
• The Answers May Change, But The Questions Are Always The Same
• The 3 Worlds Of Money & The Retirement Toolkit
• Big Questions That Everyone Has
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• Downsizing In Retirement
• Three Worlds Of Money - Banking, Insurance & Wall St.
• The 60/40 Rule - Does It Still Make Sense?
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• Reviewing 401Ks and IRAs
• Keys To Comfortable, Confident Retirement
• What You Can Expect Working With Presley Wealth Management
• The Three Worlds Of Money
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• Unique Challenges Women Face In Planning For Retirement
• Retirement: It's Not How Much You Have, It's How Much You'll Need
• The Three Worlds Of Money
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• The Five Financial Stages Of Life
• What To Expect When You Make That Call To Presley Wealth Management
• Biggest Retirement Concerns: Inflation, Healthcare, Running Out Of Money
• Looking For Ways To Reduce Your Risk
• Aging & Retirement - When Studies Become Reality
• Breaking Down Tax Impacts From 401Ks and IRAs
• The Exclusive Presley Wealth Retirement Money Map
• Unique Challenges Women Face In Retirement
• Talking The Psychology Of Money
• Going Over The Five Financial Stages Of Life
• The Reality Of Aging & Retirement
• Explaining The Client Experience At Presley Wealth Management
• Examining The Tools In Your Retirement Toolbox
• 401Ks and IRAs
• Retirement On The Horizon For Generation X
• Study Outlines Four Keys To A Comfortable, Confident Retirement
• When You Exit The Rat Race
• The Five Financial Stages Of Life
• Solidify Your Retirement Income, Talking The Psychology Of Money
• Don't Try To Time The Market
• Taking A Look Inside The Retirement Tool Kit
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• For Some Gen Xers, Retirement Is On The Horizon
• The Five Financial Stages Of Life
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• Working With Presley Wealth Management
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• Unfolding The Presley Wealth Retirement Money Map
• Financial Independence In Retirement
• Achieving Your Financial Independence
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• The 4 Pillars Every Retirement Plan Needs
• Going Deeper Into What The Future May Hold
• Knowing How To Be Financially Healthy
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• You Have The Power To Make Changes Now!
• Marginal Gains & Committing To Long-Term Goals
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• The Latest Round Of Stimulus Checks & Child Tax Credits
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• Being Ready For Unexpected "Potholes" Of Retirement
• Our Retirement GPS Can Give You The Map You Need
• Big Concerns For Retirees
• All You Need To Know About The Four Pillars
• Lots Of Questions About Lots Of Moving Parts
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• Paying Tax Now On Your Retirement Future - A Good Idea For You? Get An Analysis
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• 2021 Resolutions - Personal and Financial
• Being Physically Healthy & Financially Healthy
• Talking About The Four Pillars
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• It's Time For A Checkup - A Financial Checkup
• Importance Of Having A Plan Due To The SECURE Act
• Talking About The Future - As A Family
• Learn What It's Like To Be A Client Of Presley Wealth Management
• Women, Money & Retirement
• Financial Moves To Make Before 2020 & Setting A Budget During Retirement
• Planning For The Future As A Family
• Financial Moves You Need To Make Before The End Of The Year
• The Client Experience At Presley Wealth Management
• You Enjoy 5-Star Hotels, Restaurants - Does Your Retirement Plan Reach The Same Level?
• Learn The Financial Moves To Consider Before Years-End
• What's It Like To Work With Presley Wealth Management? Listen To Find Out!
• Questions You Need To Ask About Your Retirement Prep
• 4 Retirement Pillars: Growth, Safety/Protection, Income & Liquidity
• Do You Know The Building Blocks of Retirement?
• Make Sure You Have The Best: A Five-Star Retirement Plan
• Do You Have A Retirement Plan?
• The Importance Of Having A Written Retirement Plan
• How The Presley Wealth Management Money Map Can Help You Prepare For Retirement
• The Most Valuable Assets For Retirement
• Learn About The Four Retirement Pillars And How Much Your Retirement Will Need From Each
• Prepare For The 3 Stages Of Retirement
• Explaining The 5-Star Retirement Plan
• You May Have The Tools, But Do You Have A Retirement Plan?
• The 4 Retirement Pillars
• Building Your Own Retirement Income Plan
• Retirement Is Like Starting Over
• 5-Star Retirement Plan
• Key Components To Wealth Management In Retirement
• 4 Questions You Need To Ask About How Prepared You Are For Retirement
• Breaking Down The Decades of Retirement
• What You Should Focus On When You're Getting Ready For Retirement
• What Happens When The Breadwinner Is Gone? Do You Have A Plan?
• Building Your Own Retirement Income Plan
• Is Your Retirement Plan On Track?
• Why You Need A True Financial Ally For Retirement
• Let's Talk Financial Rollovers
• Retirement Is Not An End - It's Starting Over
• Some Of The Biggest Retirement Myths & Misconceptions
• Creating Your Vision For Retirement
• Helping You Make The Right Decisions At The Right Time
• Retirement Could Last A Long Time - Are You Ready?
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