There are unforeseen risks that could knock your retirement plan off course. In this episode of The Agent of Wealth Podcast, host Marc Bautis will help you better prepare for retirement by walking you through six potential risks. Explaining each risk in a way that is easy to understand, Marc discusses:
- Account for inflation as you build your savings
- Tax-efficient ways to withdraw your money
- What to consider when budgeting for healthcare costs
- The current state of Social Security
- And more
Join Marc now for an enlightening episode about six areas to take into consideration while planning for your retirement.
Resources:
Building a Health Care Budget in Retirement
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial