In Episode 171 of Money Matters USA, Fred Saide discusses essential strategies for wealth preservation, particularly for those in Retirement. He emphasizes the importance of having a solid financial plan, understanding risk tolerance, budgeting for cash flow, and optimizing taxes. Additionally, he touches on the significance of Legacy planning and ensuring that one’s assets are distributed according to their wishes. The conversation provides valuable insights into managing finances effectively to secure a stable retirement and leave a lasting legacy.
Reach Fred at 800-593-8188.
Money Matters USA
www.moneymattersusa.net
www.wealthensure.com
Â
See omnystudio.com/listener for privacy information.
Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.
After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.
