Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
All content for Inevitable Wealth is the property of Liberty One Wealth Advisors and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
Ep. 10 - Age-Targeted Financial Strategies: What to Focus on in Your 20s, 40s, 60s, and Beyond
Inevitable Wealth
33 minutes
1 year ago
Ep. 10 - Age-Targeted Financial Strategies: What to Focus on in Your 20s, 40s, 60s, and Beyond
In our latest episode of "Inevitable Wealth," we're clearing the air around complex financial topics for different stages of life. Join hosts Jacky Petit-Homme and Guilian DiLeonardo as they discuss the key financial strategies you should focus on in your 20s, 40s, 60s and beyond. Whether you're building a strong foundation, preparing for retirement, or planning your legacy, this episode offers valuable insights and practical advice to help you achieve financial security and prosperity....
Inevitable Wealth
Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
