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17:07

Fixed Indexed Annuity Basics for Retirees: Pros, Cons, and How They Work

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1.5K views 7 days ago

1:07:43

Retiring with a Pension: Lump Sum or Lifetime Income? Pension Tax Moves You Need to Know

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1.4K views Streamed 9 days ago

23:45

I’m 62 With $1.5 Million Saved: What Can I Spend and Still Retire Securely?

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43K views 1 month ago

26:01

Retiring During a Market Downturn: This Strategy Changes Everything

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32K views 1 month ago

1:12:21

Trump 2.0 and Its Impact on the Economy and Your Retirement

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1.5K views Streamed 1 month ago

9:45

Are You 60 to 63? You Just Got a HUGE 401(k) Retirement Benefit—But It’s Temporary!

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56K views 3 months ago

24:22

Bond Funds vs Individual Bond Breakdown and Why Your Retirement Strategy Might Be All Wrong

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14K views 3 months ago

21:09

Understanding Bonds for Retirement: Basics, Market Insights, and How Brokers Get Paid

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30K views 4 months ago

1:28:56

Post-Election Market Insights: How Could the Election Results Impact Your Retirement Portfolio?

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1.5K views Streamed 6 months ago

26:28

12 Ways a Roth IRA Conversion Could Save You Thousands or More in Retirement

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4.6K views 8 months ago

25:18

Save on Retirement Taxes: Updates to RMD Rules on Inherited IRAs

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4.7K views 9 months ago

19:50

Will Social Security Run Out By 2033?

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8.5K views 1 year ago

00:14:15

Retirement Planning: Understanding The Retirement Life Cycle FromGo-Go, to Slow-Go, to No-Go Years

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1 views 2 years ago

,Retirement Planning: A great place to start when you are thinking about retiring is in understanding the retirement life cycle. In this episode, Jessica addresses what it means to go through that cycle with the Go-Go Years, the No-Go years, and the Slow-Go Years. Understanding this cycle will help you understand how to structure your distribution strategy and to generate the income you need throughout your retirement. 00:00 Introduction 00:55 Retirement Life Cycle 01:05 The Accumulation Years before Retirement 01:23 The Impact of Earned Income on Standing the Market Ups and Downs 02:12 Drawing the Line in the Sand and Retiring 02:25 Entering the Distribution Phase of Retirement 02:39 The Mount Everest of Retirement 03:35 Retiring in the Late 50s or 60s and Making Money Last 04:25 The Earth-Shattering News About Retirement Life Cycle 04:40 The Go-Go Years of Retirement 05:36 The Slow-Go Years of Retirement 05:50 The Impact Your Earlier Life Choices on The Quality of Your Retirement 06:48 Healthcare Expenses Impact on Slow-Go Retirement Years 07:31 Our Kids in Retirement! 08:31 Reverse Engineering the Slow-Go Retirement Years 09:48 The Impact of the Dollar Purchasing Power on Your Retirement 11:48 The No-Go Years of Retirement 12:40 "I Lived My Life and I Didn't Do it in Fear" 14:00 Contact Us! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/retirementlifecycle ________________________________________________________________________________________________ More about Jessica Cannella, Co-Founder and President: As the Co-Founder and President of Oak Harvest Financial Group, Jessica’s mission is clear. Educate, inspire, and financially prepare couples and individuals to enjoy a fearless and fulfilling retirement. With almost two decades of experience in retirement planning, Jessica’s objective is to alleviate the stress around investment management and financial planning. Jessica engages all levels of financial savvy, from the novice to the expert. She believes that clarity begets confidence. She has worked with hundreds of families to cultivate a retirement vision and connect their unique vision to their customized financial plan. No two plans are identical. A financial plan is a starting point, a path to start down. However, life can throw curve balls. Therefore, every plan we put together needs flexibility. Communication and mutual understanding are the corner stones of bringing your retirement vision to reality. "Think of my team and I as the bumpers at a bowling alley; think of yourself as the bowling ball. Our purpose is to keep you out of the gutter and hitting strikes in retirement" Jessica Cannella. #retirementplanning #core4 #jessicacannella #investmentmanagement