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#6 - Why the Right Questions Can Save Your Retirement

Women and Retirement Tax Planning Retirement Retirement Income 401(k) Roth IRA Traditional IRA Retirement Planning Investments Investment Management

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Ever wondered if you’re just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions.

In this episode, Eric  delves deep into the maze of retirement distribution planning. Every decision, every distribution, has consequences—some of which you might not see coming. With retirement assets on the line, do you have the assurance that you’re asking the right questions?

Step into an enlightening conversation that not only highlights the importance of expertise but also equips you with the tools to safeguard your financial future. Don’t miss out!

 Key Highlights: 

  • The ever-evolving world of tax laws and the intricacies of beneficiary designations: Are you updated?
  • Trusting your financial advisor: The pivotal questions to ask and strategies to keep you ahead of the curve.
  • Navigating the vast ocean of retirement planning: Knowing where to cast your net for the right answers.
  • And much more



Episode Resources

➡ Ed Slott's 10 Questions to Ask Your Financial Advisor


⬅️ #5 - what are your investing principles?


#7 - unlocking the secrets to a healthy and vibrant retirement with Kim Lee ➡️  ️         


Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.

This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.