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Navigating the Retirement Risk Zone
Eric Amzalag
14 episodes
8 months ago
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retirement, or the distribution (spending phase) of retirement that the risk zone often gets overlooked despite its importance. This podcast is designed to not only help you navigate the retirement risk zone but thrive in retirement. My name is Eric Amzalag, I am a Certified Financial Planner TM, Retirement Income Certified Professional, and owner of the independent Financial Planning and Wealth Management Firm Peak Financial Planning. Let's explore retirement income planning, social security, retirement investing, and retirement satisfaction together. Happy Retirement Planning!
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Education,
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Investing
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The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retirement, or the distribution (spending phase) of retirement that the risk zone often gets overlooked despite its importance. This podcast is designed to not only help you navigate the retirement risk zone but thrive in retirement. My name is Eric Amzalag, I am a Certified Financial Planner TM, Retirement Income Certified Professional, and owner of the independent Financial Planning and Wealth Management Firm Peak Financial Planning. Let's explore retirement income planning, social security, retirement investing, and retirement satisfaction together. Happy Retirement Planning!
Show more...
How To
Education,
Business,
Investing
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The #1 Sign You Can Retire Earlier Than You Think
Navigating the Retirement Risk Zone
6 minutes
1 year ago
The #1 Sign You Can Retire Earlier Than You Think

People who are in a good place to retire often do things that others do not - knowingly or unknowingly.


See, retirement is all about having plans in place.

Proactive plans that tell you what you SHOULD do.


But also REACTIVE plans that tell you what to do in case of an emergency.


These REACTIVE plans are what you rely on when one of your proactive plans goes wrong.


The group of people who are unknowingly in a good position to retire early are frequently there because they have been better about preparing their PROACTIVE plans.


If you found this episode helpful, subscribe so you don't miss any future episodes.


Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.


Eric Amzalag, CFP®, RICP®

_ _

Want help with your Retirement Plan?

Schedule a free consultation

Email me: Eric@thepeakfp.com


Visit my Youtube Channel


#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

Navigating the Retirement Risk Zone
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retirement, or the distribution (spending phase) of retirement that the risk zone often gets overlooked despite its importance. This podcast is designed to not only help you navigate the retirement risk zone but thrive in retirement. My name is Eric Amzalag, I am a Certified Financial Planner TM, Retirement Income Certified Professional, and owner of the independent Financial Planning and Wealth Management Firm Peak Financial Planning. Let's explore retirement income planning, social security, retirement investing, and retirement satisfaction together. Happy Retirement Planning!