3 Tips for Thriving in Retirement
How do you have a successful retirement? I’ve been a financial advisor for a quarter of a century and I’ve met many happy and fulfilled retirees, but also many who are not so happy and are even miserable.
When people retire and they don’t have anything to retire for, they frequently end up passing away early. It’s because they have nothing much to live for anymore. A successful retirement is not just defined by how much money you have saved; but by the goals you have set for yourself as you enter this new phase of life.
We retire to live, not to die. What if you live another 30 years? You need to be moving towards something; to have a purpose. How do you do that? Listen in.
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LET’S CONNECT
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The Perils of Procrastination: Why Delaying Retirement Planning Can Sabotage Your Future
As a general rule, being proactive is better than being reactive. While there are certainly situations when waiting is the wise thing to do, there is a difference between that and procrastinating on what we already know we should be doing. That’s definitely true about finances and especially as it relates to setting up a proper strategy to invest for and secure your retirement.
In this show, we’ll talk about different areas where people tend to procrastinate in when it comes to retirement planning. Some of these can be quite costly, so listen in.
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LET’S CONNECT
Show website:
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Get to know Anthony:
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Behind the Bias – A Closer Look at Financial Advice
You may have never given much thought as to how many of your decisions are made based on biases that are mostly unconscious. How you look at life is based on your biases and preconceived ideas that help you form your opinions which in turn lead to your actions.
In this week’s show, I cover 10 hidden biases related to your finances and your retirement. Listen in.
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LET’S CONNECT
Show website:
Find us at:
Get to know Anthony:
https://anthonysaccaro.com
Anthony’s book:
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Legacy Matters – Your Guide to Estate Planning
I’ve been an advisor for 25 years and I’m also an estate planning attorney who’s prepared thousands of estate plan portfolios. You’ve probably heard me say that no financial plan is good without an estate plan.
You can do a great job building up your nest egg during the accumulation phase, then switching to income investing during the retirement phase to make sure you never run out of money. But if you pass away and leave your estate a big mess for your kids so that a good chunk of it goes to attorney fees and probate – that’s not wise. A good part of estate planning is making sure your assets are passed on to those you choose.
What are the vital components of a properly crafted estate plan? Listen in.
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LET’S CONNECT
Show website:
Find us at:
Get to know Anthony:
https://anthonysaccaro.com
Anthony’s book:
Amazon Author Page:
https://amazon/author/anthonysaccaro
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Early Retirement Account Withdrawals
“What if I need my retirement money early?”
As a general rule, I recommend that people roll over their 401(k) into an IRA at 59 1/2 or whenever they can; but there are cases in which it may be beneficial to leave the money in the 401(k) or withdraw it early: disability, financial hardship, being called up as a reservist, or even becoming a first-time home buyer or paying for higher education. But a lot of these exceptions need to be used with caution, and that’s what we’re going to spend our time talking about in this show.
We also have several listener questions which are relevant to this topic. Listen in.
LET’S CONNECT
Show website:
Find us at:
Get to know Anthony:
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Anthony’s book:
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The Final Countdown: Pre-Retirement Planning Essentials
When should you actually start planning for retirement? If you’re 10 years away from it, is it too soon or is it too late? It’s not uncommon for someone to call us and say they’re retiring within a few months and they don’t want to make any mistakes.
Over the last 25 years, we’ve had two major market crashes at around 50%. We have not had a crash in 15 years. If you wait until the last minute to plan your retirement, what happens if the market tanks? Will you be able to retire?
If these questions raise more questions for you, you may want to listen in.
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LET’S CONNECT
Show website:
Find us at:
Get to know Anthony:
https://anthonysaccaro.com
Anthony’s book:
Amazon Author Page:
https://amazon/author/anthonysaccaro
YouTube:
https://www.youtube.com/c/AnthonySaccaro/featured
Radio:
Yelp:
https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills
Facebook:
https://www.facebook.com/Providence.FinancialInc/
Twitter:
LinkedIN:
https://www.linkedin.com/in/anthonysaccaro/