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Retiring With a Financial Peace of Mind (Ep.5)

  1. Retiring With a Financial Peace of Mind (Ep.5) Matt and Beth Blecker 30:30

Retirement should be worry free. But in most cases, many people feel under financial pressure when approaching those retirement years.

So how do you determine how much you need when you retire to live the life you want?

In this episode, Beth Blecker talks about how to prepare for a retirement that fits your needs, and wants, for both spenders and savers. Beth will share some of the biggest mistakes, and gives you guidance on how to prepare for the retirement of your dreams. 

Beth discusses: 

  • What pensions are and what to do if you don’t have a Pension 
  • Positives and negatives of Social Security
  • Why moving to a cheaper state for many entering retirement is the best financial decision
  • What age most people start seeking advice vs when you should start seeking retirement advice 
  • And more 

Connect With Eastern Planning:

Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.

A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.

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