Retirement is supposed to be a time of relaxation and enjoyment, but for many, it comes with the stress of ensuring their savings last a lifetime. In this insightful episode, Josh Jalinski, a renowned financial advisor and host of The Financial Quarterback, walks us through the critical steps to make your retirement funds work for you. We dive deep into optimizing Social Security benefits, managing taxes in retirement, strategies for creating sustainable income streams, and how to confidently spend without the fear of outliving your savings.

Josh brings decades of experience in guiding retirees and pre-retirees through the complexities of financial planning to ensure they get the most out of their golden years. If you’re looking to enjoy a financially secure and worry-free retirement, this episode is packed with actionable tips tailored just for you.

Ready to secure your financial future in retirement? Tune in now, and take advantage of Josh’s free retirement readiness report to assess your financial plan today!

Highlights

• Live broadcasting challenges and experiences.
• Criticism of “Buy Term Invest the Difference”strategy.
• Personal impact of early financial beliefs and transition.
• Permission slip concept explained.
• Importance of trust and its role in wealth protection.
• Benefits of holistic planning and lifelong wealth strategy.
• Forecasting in uncertain economic times.
• Value of diversified asset allocation for risk management.
• Impact of advice on personal finance and client benefit.

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com
• https://www.practicalwealthsolutions.net/
• Email Curtis for a free report - curtmay@gmail.com
• Call his office - 610-622-3121
• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with with Josh Jalinski
• https://www.retirementrealitycheck.com/
• https://www.iheart.com/podcast/47-the-financial-quarterback-p-27246763/

Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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