• Planning for Longevity: Strategies for a Century Life

  • 2024/11/19
  • 再生時間： 39 分
  • ポッドキャスト

Planning for Longevity: Strategies for a Century Life

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • John Blanchard discusses essential strategies for retirement planning, focusing on longevity, tax efficiency, and understanding financial products like annuities. He emphasizes the importance of organizing assets into buckets for different time horizons, deferring income to optimize tax savings, and adapting to market changes, particularly interest rate fluctuations. The discussion also highlights the need for careful consideration of annuities and the potential pitfalls associated with them, urging listeners to seek professional guidance for tailored financial strategies.

    Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示

あらすじ・解説

John Blanchard discusses essential strategies for retirement planning, focusing on longevity, tax efficiency, and understanding financial products like annuities. He emphasizes the importance of organizing assets into buckets for different time horizons, deferring income to optimize tax savings, and adapting to market changes, particularly interest rate fluctuations. The discussion also highlights the need for careful consideration of annuities and the potential pitfalls associated with them, urging listeners to seek professional guidance for tailored financial strategies.

Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

Planning for Longevity: Strategies for a Century Lifeに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。