Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
In this conversation, Kevin discusses various aspects of retirement planning, including the cultural phenomenon of tipping, the hidden fees associated with retirement accounts, the importance of professional guidance, guaranteed income strategies, and the impact of inflation on retirement finances. He emphasizes the need for individuals to be aware of their financial situations and to seek professional help when necessary to ensure a secure retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the importance of guaranteed income strategies for retirement, emphasizing the need for financial security amidst market volatility and inflation. He highlights the role of annuities in providing a steady cash flow, the significance of proactive financial planning, and the necessity of preparing for longevity in retirement. The discussion also touches on the independence of Madden Wealth Advisors in offering tailored financial solutions to clients. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the evolving landscape of retirement planning, emphasizing the importance of diversification and understanding modern asset allocation strategies. He highlights the complexities of retirement today compared to previous generations, the necessity of personalized financial planning, and the significance of adopting good financial habits. Madden also stresses the importance of planning for longevity and the value of professional guidance in achieving a successful retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the importance of evolving retirement plans in a rapidly changing technological world. He emphasizes the need for continuous communication with clients, the benefits of annuities, the significance of cash flow in retirement, and the necessity of planning for long-term care. Additionally, he addresses the hidden fees in 401(k) plans and the options available for retirees to ensure financial security and a fulfilling retirement life. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the evolving landscape of retirement planning, emphasizing the importance of guaranteed income strategies due to increased life expectancy and market volatility. He highlights the need for individuals to create their own income sources, akin to personal pension plans, and addresses the issue of 'dead money'—funds that are not actively working for retirees. The discussion also covers the significance of having a comprehensive retirement roadmap to avoid financial pitfalls and make informed decisions about big purchases in retirement. Ultimately, Kevin stresses the value of personalized financial planning and the importance of understanding one's financial landscape to ensure a comfortable retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the importance of guaranteed income strategies for retirement, emphasizing the need for financial security amidst market volatility and inflation. He explains how annuities can provide a reliable cash flow, the significance of customized retirement plans, and the necessity of proactive financial planning to ensure a comfortable retirement. The discussion highlights the benefits of starting retirement planning early and the role of fiduciaries in securing the best financial products for clients. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode of Your Retirement Radio Podcast, Kevin explores the economic impact of tariffs, the challenges of inflation, and the sustainability of Social Security. It emphasizes the importance of diverse income sources for retirement and discusses the role of annuities in financial planning. The host encourages listeners to reassess their retirement strategies in light of current economic uncertainties. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode of Your Retirement Radio Podcast, Kevin Madden delves into the complexities of retirement planning, focusing on the average retirement age, the realities of social security, the importance of home modifications for aging, and the necessity of preparing for unexpected events. The discussion emphasizes the need for a comprehensive retirement roadmap that addresses financial stability, lifestyle choices, and the psychological aspects of retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode of Your Retirement Radio, Kevin Madden discusses the importance of understanding your 401K holdings, the necessity of diversification, and common financial mistakes people make regarding their retirement plans. He emphasizes the critical need for estate planning and the benefits of annuities in today's market, encouraging listeners to take action for their financial future. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode of Your Retirement Radio, Kevin Madden discusses the current economic landscape, the importance of having a sound retirement plan, and the intricacies of Social Security benefits. He emphasizes the need for income generation in retirement and the risks associated with market volatility. The conversation also touches on the evolution of retirement planning, particularly the shift from pensions to 401k plans, and the challenges retirees face in managing their finances effectively. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the complexities of retirement planning, emphasizing the importance of understanding individual financial needs and creating a personalized retirement roadmap. He highlights that there is no one-size-fits-all answer to how much money one needs to retire, as it varies based on personal circumstances and spending habits. The discussion covers various strategies for replacing income in retirement, the significance of cash flow, key ages for retirement planning, and the role of annuities in securing guaranteed income. Madden also addresses the evolving landscape of retirement, moving away from traditional pension plans to more individualized strategies. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin shares his journey into the financial services industry, emphasizing his passion for helping clients achieve their retirement goals. He discusses the importance of understanding retirement planning, addressing common concerns such as whether clients can afford to retire and how to avoid running out of money. Kevin highlights the significance of customized retirement plans tailored to individual needs and the hidden fees that can impact retirement savings. The discussion underscores the value of building relationships with clients and ensuring they understand their financial plans. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode of Your Retirement Radio, Kevin discusses the current market volatility and its impact on retirement planning. He emphasizes the importance of having a diversified portfolio and a solid financial plan to navigate uncertain economic conditions. The conversation also covers the role of annuities in providing guaranteed income during retirement, debunks common retirement myths, and highlights the need for a sustainable retirement strategy. Kevin shares insights on how to create a financial roadmap that aligns with individual retirement goals, ensuring financial security and peace of mind. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
Kevin discusses the importance of preparing for retirement, especially in light of potential layoffs and company changes. He emphasizes the need for individuals to understand their financial situation, including retirement income sources and the significance of having a well-organized financial plan. The discussion also covers strategies for ensuring a steady income during retirement, the role of pensions, and the necessity of having a diversified investment approach to mitigate risks associated with market fluctuations. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode Kevin discusses the complexities of retirement planning in light of political changes, particularly focusing on Social Security, the importance of communication with financial advisors, and the concept of micro retirement. He emphasizes the need for a comprehensive financial plan that considers various income sources and strategies, while also addressing the emotional aspects of transitioning into retirement. The conversation highlights the differences between DIY retirement planning and professional guidance, advocating for a proactive approach to financial readiness. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the current concerns of clients regarding market volatility and the importance of having a solid retirement plan. He emphasizes the need for tax-efficient strategies, such as converting IRAs to Roth IRAs, and the significance of customizing retirement plans to meet individual needs. The discussion also highlights the balance between guaranteed income and market investments, aiming for a holistic approach to financial planning. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the importance of setting financial goals for retirement in 2025, addressing market volatility, the role of annuities in providing guaranteed income, and the need for a diversified retirement plan. He emphasizes understanding risk tolerance, especially for baby boomers facing a retirement crisis, and the impact of inflation on financial planning. The discussion also touches on finding purpose in retirement and the importance of proactive planning to ensure a comfortable lifestyle. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode of Your Retirement Radio, Kevin Madden discusses essential strategies for retirement planning, focusing on the importance of an end-of-year financial checklist, market predictions, and the creation of guaranteed income streams. He emphasizes the need for a solid financial plan to navigate the complexities of retirement, manage risks, and ensure a comfortable lifestyle. The conversation also highlights the significance of understanding personal financial goals and the value of working with a knowledgeable financial advisor. Get Your Complimentary Retirement Roadmap! See omnystudio.com/listener for privacy information.
In this episode of Your Retirement Radio, Kevin discusses essential end-of-year checklist items for retirement planning, including updating beneficiaries and taking required minimum distributions (RMDs). He emphasizes the importance of Roth conversions and tax strategies to secure a better financial future. Kevin shares insights on the value of independent financial planning and how it can lead to more personalized and effective retirement strategies. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My Plan!See omnystudio.com/listener for privacy information.
Kevin discusses the current market outlook following the recent election, emphasizing the potential for continued growth due to anticipated tax cuts and deregulation. They explore various retirement planning strategies, including the importance of diversification and guaranteed income sources, especially in light of market volatility. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode Kevin discusses the evolution of retirement income sources, emphasizing the shift from traditional pensions to personal pensions. He highlights the importance of guaranteed income in retirement, tax planning strategies to avoid higher tax brackets, and the necessity of early retirement planning. The conversation stresses the significance of proactive financial planning to ensure a secure and enjoyable retirement, especially in the context of increasing life expectancies. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My PlanSee omnystudio.com/listener for privacy information.
In this episode, Kevin discusses the pressing issue of the national debt and its implications for taxpayers. He emphasizes the necessity of having a solid financial plan for retirement, particularly in light of current economic challenges such as inflation and high interest rates. The conversation covers various strategies for ensuring guaranteed income during retirement, the importance of early planning, and the need to adapt withdrawal strategies to meet individual financial goals. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the complexities of retirement planning, focusing on withdrawal strategies, the importance of guaranteed income, and the role of Social Security. He emphasizes the need for a comprehensive financial plan that accounts for market volatility and inflation, while also addressing the costs associated with achieving the American dream. The discussion highlights the significance of planning early and revisiting retirement savings to ensure financial security in retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode, Kevin discusses the importance of understanding market trends and investment strategies, emphasizing the need for a solid financial plan to navigate retirement successfully. He highlights the significance of creating a diversified income strategy, staying informed about changing regulations, and customizing retirement plans to meet individual needs. The conversation stresses the urgency of taking action towards retirement security and the risks of procrastination. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My PlanSee omnystudio.com/listener for privacy information.
Kevin discusses the importance of end-of-year financial planning, particularly focusing on required minimum distributions (RMDs) and strategic withdrawals from retirement accounts. He emphasizes the need for a personalized retirement roadmap to ensure financial security and confidence in retirement. The discussion also touches on the significance of estate planning and how to ensure heirs can access assets. Overall, the conversation highlights the necessity of having a clear financial plan to navigate retirement successfully. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
In this episode, Kevin discusses the current economic landscape, focusing on interest rates, market psychology, and the importance of having a solid retirement plan. He emphasizes the need for clients to remain calm amidst economic uncertainty and highlights strategies for maximizing retirement income through annuities. The conversation also touches on the historical significance of October in the financial calendar and the necessity of data-driven decision-making in retirement planning. Kevin encourages listeners to seek professional advice to ensure their financial strategies align with their retirement goals. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My PlanSee omnystudio.com/listener for privacy information.
Kevin discusses the significance of guaranteed income in retirement planning, emphasizing the need for financial security amidst market volatility and economic uncertainties. He explains the role of annuities in creating a reliable cash flow and highlights the importance of customizing retirement plans to individual needs. The discussion also covers risk management strategies and the value of having a strong support team in achieving financial goals. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My PlanSee omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the importance of guaranteed income sources for retirement planning, emphasizing the need for financial security and the necessity of couples being on the same page regarding their financial strategies. He highlights his unique approach to retirement planning, which combines education and personalized strategies to ensure clients feel confident about their financial future. Get Your Complimentary Retirement Roadmap! Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My PlanSee omnystudio.com/listener for privacy information.
Kevin discuses the need to understand and manage the risk in one's portfolio. The conversation also touches on the impact of the upcoming presidential election on the market and advises against making investment decisions based on political promises. The importance of guaranteed retirement income and strategies to mitigate the effects of inflation are also discussed. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My PlanSee omnystudio.com/listener for privacy information.
In this conversation, Kevin discusses the current state of the market and the need for a defensive posture. He recommends investing in fixed annuities and income annuities to protect against market volatility and ensure a guaranteed income in retirement. Kevin also emphasizes the importance of diversification and using multiple strategies to generate cash flow. Get Your Complimentary Retirement Roadmap! Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My Plan TODAY! See omnystudio.com/listener for privacy information.
Annuities can be beneficial for those who need more income, want guaranteed income, or seek peace of mind. They provide a higher guaranteed payout and protect against market fluctuations. It is important to have a financial plan that considers guaranteed income sources, portfolio growth, and protection. Retiring early can be challenging due to healthcare costs and inflation. The decision to claim Social Security benefits depends on individual circumstances, such as health, marital status, and financial needs. It is crucial to have a well-diversified portfolio and a retirement plan that considers market corrections. Get your Retirement Roadmap NOW! See omnystudio.com/listener for privacy information.
Episode Takeaways: Having market protection in place is key for retirement planning. Annuities can provide guaranteed income but should not make up 100% of one's assets. Social Security optimization involves considering factors such as health, hereditary, and personal financial needs. Working with a trusted advisor and having a comprehensive financial plan can provide peace of mind in retirement. The decision to retire involves considering financial needs, lifestyle adjustments, and the transition into a new phase of life. Get Your Complimentary Retirement Roadmap!See omnystudio.com/listener for privacy information.
High interest rates can be advantageous for retirement planning, particularly for fixed annuities that offer higher rates of return. Exploring strategies to increase guaranteed income can provide a more secure retirement. Diversification is key in retirement planning, both in terms of investments and the tools used to achieve financial goals. Controlling fees is important to maximize returns and ensure a comfortable retirement. Get Your Complimentary Retirement RoadmapSee omnystudio.com/listener for privacy information.
The conversation discusses the current state of the stock market and the potential impact of the upcoming election. It emphasizes the importance of diversifying investments and considering safe, fixed-rate options. The use of target date funds and the potential benefits of annuities are also explored. The conversation touches on the role of interest rates and the importance of tax planning in retirement. Get Your Complimentary Retirement Roadmap! See omnystudio.com/listener for privacy information.
The conversation discusses the impact of the Dow Jones industrial average surpassing the 40,000 barrier on someone's 401k. It emphasizes the importance of being smart about where money is invested and diversifying income sources. The conversation also touches on the decision of when to take Social Security and the benefits of deferring it. Get your FREE Complimentary Portfolio Review! See omnystudio.com/listener for privacy information.
In today's episode, we debunk the age-old Wall Street adage, "Sell in May and go away." Is it still relevant in today's market? Kevin dives deep into why trying to time the market can often lead to missed opportunities and how a well-diversified portfolio is the key to consistent, long-term growth. We also explore the importance of tax-efficient retirement planning and the advantages of products that minimize volatility, such as fixed annuities. Learn how proactive tax strategies can protect your retirement savings and ensure you keep more of what you've earned. Get your FREE Portfolio Review! See omnystudio.com/listener for privacy information.
Joined by Investopedia editor Caleb Silver, Kevin highlights the importance of income planning, the benefits of guaranteed income, and the impact of inflation on your retirement portfolio. Learn about effective income replacement strategies and why consulting a fiduciary advisor can significantly enhance your financial outcomes. If you want financial stability, get your FREE Income Review TODAY! See omnystudio.com/listener for privacy information.
The conversation discusses the challenges of retiring early and the importance of planning for a longer retirement. It emphasizes the need to consider factors like longevity, healthcare costs, and long-term care. The conversation also explores the risks and benefits of investing in the stock market and the role of guaranteed income strategies, such as annuities, in retirement planning. The importance of having a comprehensive retirement roadmap and evaluating different strategies is highlighted. Get your FREE Retirement Roadmap! See omnystudio.com/listener for privacy information.
Takeaways from todays episode: Kevin Madden got into the financial services world by accident but developed a passion for helping people with their retirement plans. Being an independent advisor allows Madden to use the best products in the market and provide personalized retirement planning. Madden finds satisfaction in seeing his clients retire comfortably and achieve their financial goals. Understanding fees and optimizing investment strategies are crucial for successful retirement planning. There is no 'magic number' for retirement savings, and individualized plans are necessary. Call Kevin today to find YOUR number to RETIRE with CONFIDENCE! See omnystudio.com/listener for privacy information.
With nearly one-third of Americans having nothing saved for retirement and 40% not contributing to any retirement fund, Kevin and his guests explore the root causes and actionable solutions to bridge the financial literacy gap. Discover expert insights into building a robust financial plan, understanding the importance of balancing immediate financial needs with long-term savings goals, and leveraging various tools to create a secure retirement income stream. From optimizing Social Security benefits to navigating the complexities of annuities, Kevin provides valuable guidance and practical advice aimed at empowering listeners to make informed decisions for a stress-free retirement journey. Get your personalized Retirement Roadmap TODAY! See omnystudio.com/listener for privacy information.
Are you nearing retirement and worried about running out of money? This episode of the Retirement Radio with Kevin Madden discusses the importance of guaranteed income streams in your retirement plan. Learn how to avoid the dangers of delaying retirement and discover strategies for creating a safe and secure income stream for your golden years. Kevin also sheds light on common obstacles that can threaten your retirement security and provides solutions to help you weather any storm. Get your FREE Retirement Roadmap to Guaranteed Income! See omnystudio.com/listener for privacy information.
In a dynamic conversation with his guest, Kevin discusses the shift from pensions to 401Ks, highlighting concerns about market volatility and the desire for reliable income streams. Discover how guaranteed strategies offer peace of mind and longevity in retirement, shielding individuals from market fluctuations and providing consistent cash flow. Gain valuable insights into managing risk, optimizing portfolios, and securing your financial future. Get your Complimentary Retirement Roadmap NOW! See omnystudio.com/listener for privacy information.
In this episode, Kevin sheds light on common misconceptions surrounding tax obligations and shares insights on optimizing retirement income through strategic tax planning. From avoiding penalties to maximizing savings, Kevin provides actionable advice to help listeners navigate the complexities of tax season and secure their financial future. Discover why annuities have garnered mixed perceptions and learn how they can serve as a valuable tool in retirement planning. With expert analysis and real-life examples, Kevin addresses concerns about annuity products and highlights their potential to provide guaranteed income streams. Gain clarity on selecting the right annuity solutions tailored to your retirement goals and uncover the benefits of incorporating them into your financial strategy. Get Your Custom Retirement Roadmap today! See omnystudio.com/listener for privacy information.
Explore practical strategies to safeguard your retirement savings, including the importance of playing defense in high-market conditions and uncovering hidden fees that may erode your portfolio's value over time. Gain valuable tips on optimizing your investment strategy and understanding the true implications of your financial decisions. Call Kevin today for your FREE Retirement Roadmap! See omnystudio.com/listener for privacy information.
In today's episode, Kevin dissects the infamous 4% rule and its applicability to diverse financial situations. While the rule provides a framework, Kevin emphasizes the need for personalized strategies tailored to individual circumstances, considering market dynamics and investment aggressiveness. Moreover, we explore the recent buzz surrounding Jeff Bezos' relocation to Florida for tax advantages, unraveling the complexities of tax planning for retirees. Discover how strategic tax maneuvers can safeguard your wealth and maximize legacy potential, shedding light on conversions, estate planning, and more. Want to meet with Kevin and discuss your income and tax future in retirement? CLICK HERE NOW ! See omnystudio.com/listener for privacy information.
Kevin debunks the myth of trading on financial news and explores the wisdom of long-term investment planning. Drawing insights from Jordan Belfort's views on market unpredictability, Kevin emphasizes the importance of a diversified portfolio and strategic risk management. Then, Kevin delves into the untapped potential of annuities within 401(k) plans. Despite initial skepticism, Kevin sheds light on the transformative impact of well-chosen annuities on retirement income stability. With real-life examples and expert analysis, Kevin guides listeners through the complexities of annuity selection, showcasing how strategic implementation can significantly enhance retirement security. Call Kevin today for your Financial Roadmap! See omnystudio.com/listener for privacy information.
In this episode we delve into IBM's innovative approach to 401Ks and the challenges of securing reliable income streams in retirement. Morningstar's John Rickenbaugh breaks down IBM's groundbreaking retirement benefit account, offering insights into its guaranteed rate of return and how it differs from traditional 401Ks. Kevin explores the importance of guaranteed income in retirement planning and discuss strategies to mitigate financial risks, including long-term care and disability. Discover how IBM's strategy aligns with the quest for financial security in retirement and learn actionable insights to enhance your retirement plan. Call Kevin today for your 401K X-Ray! See omnystudio.com/listener for privacy information.
With a staggering number of retirees facing unexpected challenges, Kevin sheds light on the importance of having a solid financial plan in place. Discover why merely hoping for a smooth transition into retirement isn't enough and why a proactive approach is necessary. Furthermore, explore the realities of 401K investments exposed by a renowned financial planner. Uncover common pitfalls within 401K plans and discover alternative investment avenues that could potentially offer superior returns. Call Kevin today for your Complimentary Financial Review! See omnystudio.com/listener for privacy information.
In this episode, Kevin also draws parallels between baseball legend Babe Ruth's savvy financial move of purchasing an annuity before the Great Depression and the importance of guaranteed income streams in retirement planning today. Gain valuable insights into annuities as a potential solution for securing lifelong income and reducing financial stress in retirement. Call Kevin today for your Complimentary Retirement Roadmap! See omnystudio.com/listener for privacy information.
Join Kevin and Jess as they discuss the parallels between automated driving technologies and the tendency to put retirement funds on autopilot. With the market's volatility in mind, they explore the importance of reevaluating investment strategies and adjusting risk levels as one approaches retirement age. Discover actionable insights on portfolio management and risk mitigation to ensure financial stability in the face of market fluctuations. If you want to create your very own custom income plan, call Kevin today! See omnystudio.com/listener for privacy information.
In this episode, discover insights from investment giants like Goldman Sachs and JP Morgan, indicating the need for active management in 2024. The conversation explores the challenges of relying solely on market returns and the potential pitfalls of the 4% rule withdrawal rate. For a personalized analysis of your current financial position and risk assessment, call Madden Wealth Advisors at 610-553-6953. See omnystudio.com/listener for privacy information.