Childfree Wealth® Retirement Planning: What does a CFP® Professional Learn? Pt. 5
🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊
We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money. 💵
For business owners, we explore retirement plan selection based on company objectives and employee benefits. 👥 Lastly, we touch on Social Security and its future implications. 🔍
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.