Episode 17: Taxes, Inflation, and Investments: Considerations for Your Retirement Plan
In This Episode
Join retirement expert Mark Fried and host Cynthia DeFazio as they break down the key elements of a successful retirement plan. Discover why traditional approaches—like relying solely on a 401(k) or IRA—aren’t enough and learn practical strategies to create a diversified, sustainable plan that withstands life’s uncertainties.
Key Topics Discussed:
- Why Retirement Planning Is More Than Investments: Learn how income, taxes, and inflation impact your retirement security.
- The #1 Retirement Mistake: Thinking a 401(k) or IRA is a complete plan—and how to avoid this common pitfall.
- Creating a Diversified Income Strategy: How to ensure your money lasts through market ups and downs.
- The Importance of Annual Reviews: Why updating your retirement plan regularly is critical to staying on track.
- Taxes and Your Retirement Savings: Practical strategies to manage and minimize tax burdens.
- Investment Risks to Avoid: Why trendy options like cryptocurrency may not belong in your retirement portfolio.
- What to Expect in Your First Meeting: Mark Fried explains his client-first process for building a personalized plan.
Special Offer:
Ready to take control of your retirement? Enroll in Mark Fried’s Retirement Masterclass to build your own customized financial roadmap. Visit WhenCanIRetire.us and use coupon code RRFR2024 for a special discount.
Why Listen?
If you’re nearing retirement or already retired, this episode offers actionable advice to help you protect your savings, manage taxes, and ensure your money lasts. Tune in now and start building the retirement plan you deserve!