Retire Wise: Your road map to end dependence.
Welcome to Retire Wise. Your roadmap to end dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability.
Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confidence. From tax-saving tips to exploring diverse options for income planning, Tyler and Michael break down essential concepts and provide actionable advice to help you achieve a confident retirement.
Tune in for insightful discussions, knowledgeable interviews, and practical tips that will empower you to take control of your financial future. Whether you're nearing retirement or planning for it, Retire Wise provides the guidance and resources you need to help build a confident retirement plan.
To learn more, visit www.efteam.us
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 2550514 - 8/24
Retire Wise: Your road map to end dependence.
Risk Tolerances in Retirement
When Bob and Sue sat down for an office visit, they each had different ideas about how much risk they should take with their retirement nest egg. Bob was okay with potential losses if it meant there were also opportunities for growth. Sue, on the other hand, didn't want to lose any of their hard-earned money, even if it meant missing out on potential growth opportunities.
So, whose risk tolerance preference makes the most sense as they enter retirement?
Listen to Michael and Tyler discuss potential strategies for couples to reconcile their different risk tolerances!
Learn more at www.efteam.us
