Sit down with Paul and Garrett of Ascend Investment Partners for a bi-weekly conversation about all things financial. Focusing on helping you plan, keep, and grow for a bright future.
All content for Your Investment Partners With Paul & Garrett is the property of Ascend Investment Partners and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Sit down with Paul and Garrett of Ascend Investment Partners for a bi-weekly conversation about all things financial. Focusing on helping you plan, keep, and grow for a bright future.
In this episode of "Your Investment Partners," hosts Garrett and Paul discuss the critical period known as the retirement danger zone, highlighting key considerations for a successful transition into retirement. They address the importance of preparing for unexpected expenses and market fluctuations, ensuring emotional readiness, and the benefits of easing into retirement. The conversation covers strategies for managing healthcare costs, the significance of knowing your financial numbers, and the need for a robust and flexible financial plan that accounts for inflation and longevity. Tune in to learn how to navigate this pivotal time and secure a comfortable retirement.Key Points From This Episode* Understanding the retirement danger zone: three years before and after retirement.* Importance of preparing for unexpected expenses in early retirement.* Strategies for handling market fluctuations and maintaining financial stability.* Emotional readiness for retirement and easing into the transition.* The role of part-time work and hobbies in a successful retirement.* Planning for healthcare costs and navigating pre-Medicare options.* Significance of longevity planning and extending retirement savings.* The impact of inflation on retirement planning and cost of living adjustments.* Diversifying investments to maintain purchasing power over time.* Importance of flexibility and robustness in financial planning.Want to learn more? Contact us hereUseful LinksGarrett on LinkedIn (https://www.linkedin.com/in/ascendwithgarrett) (https://www.linkedin.com/in/ascendwithgarrett)Paul on LinkedIn (https://www.linkedin.com/in/paul-norman-81698291?original_referer=https://www.google.com/) (https://www.linkedin.com/in/paul-norman-81698291?original_referer=https://www.google.com/)Ascend Investment Partners (https://ascendinvestment.com/)
Your Investment Partners With Paul & Garrett
Sit down with Paul and Garrett of Ascend Investment Partners for a bi-weekly conversation about all things financial. Focusing on helping you plan, keep, and grow for a bright future.