9 Things Every Retiree Needs To Plan For

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Retire Once Show

Johnathan Rankin

64 episodes

6 days ago

The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they will cover retirement topics to help you prepare for retirement if you are not retired or help you improve your retirement if you are already retired. They will cover topics such as Social Security, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, investing strategies, stocks and bonds, and ways to help you gain confidence in your retirement plan. Every episode will give you the tools you need to get to retirement and most importantly stay retired. Our goal is to make sure you only have to "retire once" and that work after retirement is optional and not mandatory. Learn more and grab FREE retirement resources by going to www.retireonceshow.com.

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All content for Retire Once Show is the property of Johnathan Rankin 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.

Self-Improvement

Education

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9 Things Every Retiree Needs To Plan For

Retire Once Show

42 minutes 9 seconds

2 years ago

9 Things Every Retiree Needs To Plan For

9 Things Every Retiree Needs To Plan For Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! On this episode, we discuss a recent study by Charles Schwab that uncovers a very interesting wealth paradox. We discuss what it takes to feel wealthy in America. We also break down a recent article “Investing Road Map for Retirees” by Christine Benz of Morningstar. We discuss everything from withdrawal rates to Roth conversions and back-door Roth IRAs. If you are planning for retirement, this is an episode you will not want to miss. Timestamps 00:00 Intro 3:00 – America’s Wealth Paradox 7:20 – Investing Road Map for Retirees 11:29 – Projecting Your Retirement Expenses 13:46 – Maximizing Your Guaranteed Lifetime Income 15:42 – Creating A Guaranteed Lifetime Retirement Income 22:30 – Working In Retirement 26:11 – Creating a Retirement Safety Net 29:00 – The 4% Rule and Withdrawal Flexibility 30:58 – Taxes In Retirement 32:01 – Roth Conversions 33:07 – Backdoor Roth IRA 36:53 – Investing in Retirement 38:30 – Estate Planning Read the articles: https://www.morningstar.com/retirement/an-investing-road-map-retireeshttps://rethinking65.com/2023/07/10/backdoor-roths-are-powerful-if-done-right/ Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team. #Retirement #Investing #FinancialPlanning #RetireOneShow If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement See if you are on track to retire https://www.theoremwm.com/start-here - - - - - - - - - - - - - - - - - - - Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management 🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download 👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show ----------------------- POPULAR RETIREMENT VIDEOS How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o ----------------------- #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.