What phase of retirement are YOU in? | RPU Cast Episode 6

In this episode of the RPU Cast, hosts Jordan and Phillis explore the journey of retirement, breaking it down into its various distinct phases. Join them as they provide expert guidance on how to navigate the financial landscape during each stage of retirement.
During the episode, Jordan and Phillis delve into the initial phase of retirement, often characterized by newfound freedom and exploration. They discuss the importance of setting a sustainable withdrawal strategy and making strategic adjustments to investment portfolios to ensure financial security throughout this period.
Listeners will gain valuable insights into the mid-phase of retirement, where individuals often seek to strike a balance between leisure activities and financial stability. Jordan and Phillis offer practical advice on managing healthcare costs, optimizing social security benefits, and implementing tax-efficient withdrawal strategies.
Investment Advisory Services offered throughout Strategic Wealth Investment Group, LLC, a Registered Investment Adviser.
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