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Unlocking Your Retirement Dreams: How to Create a Personalized Income Plan (#31)
Manage episode 410201444 series 3560072
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As you begin to financially plan for your retirement, there are many questions you may have about how to maximize your wealth. On the latest episode of Pocket Change, we talk with Kevin Smith, LPL Financial Planner with Leaders Investment Services, who shares his advice on how you can make the most of your financial situation to have a secure future. Whether you want to build a lake house, purchase an RV, or travel the world, learn how you can make your goals for retirement come true by listening to this episode of the Pocket Change Podcast.
Highlights
2:24: What is income planning?
3:10: How has retirement income planning changed?
5:00: How will social security change in the upcoming years?
6:01: What tools can we use to create additional income for our retirement?
8:47: What advice would you have to those who are 30, 20, and 10 years out from retirement?
10:18: What makes Leaders Investment Services different from other brokers?
11:17: What is the best way to contact Leaders Investment Services?
Are prepared for your retirement or do you have questions about income planning? Learn more and schedule an appointment at https://www.leaderscu.com/investments.
Pocket Change Podcast is presented by Leaders Credit Union. Learn more at https://www.leaderscu.com/.
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