Kole, Cole, and Baileigh are here to talk about seven things nobody tells you about retirement.
On today's episode:
🎄 How Much Americans Spend on Christmas
🎁 Kole, Cole, & Baileigh's Favorite Christmas Gifts
💰 Balancing Spending During Retirement
⚖️ Balancing Free Time in Retirement
👴 Feeling Old is Relative
** Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. **
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning:
Address: 1725 1st Ave S, Fort Dodge, IA 50501
Phone: 515-308-4545
Email Kole Petersen: Kole@fullswingfp.com
Email Cole Jaeschke: Cole@fullswingfp.com
Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning:
Website: www.fullswingfinancial.com
Facebook: fullswingfinancialplanning
Linkedin: www.linkedin.com/company/full-swing-financial-planning/
TH-cam: www.youtube.com/@HowToMoneyPodcast
Kole Petersen: kolefullswingfinancialplanning
Cole Jaeschke: colefullswingfinancialplanning
Baileigh Ashbrook: baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (www.spinmarkket.com).
Chapters:
00:00 Disclaimer
00:15 Intro
00:45 Holiday Talk
06:08 Seven Things Nobody Tells You About Retirement
10:25 1. The History of Retirement Accounts
16:37 2. The Wrong Top 10 List
20:16 3. The Unspoken Side of Retirement
24:40 4. Major Transition Miscalculation
25:32 Spin Markket Ad
26:32 Dollars and Sense
32:10 5. Where Cliche Advice Goes Wrong
34:37 6. The Broken Record of Longevity
37:46 7. Retirement's Greatest Paradox
42:19 Sports Quote
42:24 Outro/Disclosures
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