Retirement planning is about more than reaching a certain savings number. Mitch explains why dependable monthly income, tax planning, and strategic Roth conversions can provide greater control and confidence. He breaks down the difference between Roth contributions and conversions, highlights the risks of relying too heavily on market withdrawals, and explains how retirees can identify and fill an income gap.
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In this episode, Mitch explains why retirement planning is really income planning, how the shift from pensions to 401(k)s changed everything, and how a strategic income approach can help reduce uncertainty and create greater confidence throughout retirement.
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Are Americans really prepared for retirement? A recent Census-backed retirement study suggests most people are falling far behind- but the headline numbers don’t tell the whole story.
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In this episode, Mitch explains the difference between Roth contributions and Roth conversions, why paying taxes on your terms can create greater flexibility, and how common retirement risks like market volatility, inflation, healthcare costs, and longevity can derail even the best-laid plans.
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For many Americans, the 401(k) is the foundation of their retirement strategy. But is it really a complete retirement plan? In this episode, Mitch explains why retirement requires more than simply accumulating assets. He discusses how different financial tools serve different purposes and how a clear blueprint can help bring order to an otherwise confusing process. If you’ve spent years contributing to a 401(k), tune in to learn how to turn savings into a successful retirement.
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