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Episode 33 – How to Avoid Running Out of Money in Retirement

January 28, 2020 by Bautis Financial
How to Avoid Running Out of Money in Retirement

Your first line of defense against running out of money in retirement is to start planning now.


Considering that the human life expectancy is ever-increasing, are you confident that you will have enough money to last through retirement? In this episode of The Agent of Wealth Podcast, host Marc Bautis explains how a retirement income plan works to project income needs, and he shares tips on saving enough money during working years and best practices for withdrawing income.

 In this episode, you will learn:

  • What information is needed to calculate your retirement savings goal.
  • The importance of getting your money to work for you.
  • Why a pre-retiree couple may decide to work longer and pay more tax now.
  • The importance of stress-testing retirement plans.
  • And more!

Resources:

Key Financial Data 2020 | Retirement Checklist | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

Category: Retirement Planning, The Agent of Wealth PodcastTag: Retirement Money Saving Tips, Retirement Planning, Retirement Tips
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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    • 401k Plan Sponsors
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
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