In Episode 161, Fred discusses various aspects of retirement planning covering topics such as divorce, creating a retirement spending plan, maximizing Social Security benefits, withdrawal strategies, healthcare planning, and finding purpose in retirement. Fred emphasizes the importance of creating a budget, understanding one’s financial needs, and optimizing Social Security. He also highlights the significance of tax efficiency, maintaining a healthy Lifestyle, and continuing to learn in retirement. The conversation concludes with a discussion on pursuing happiness and finding fulfillment in retirement.
Reach Fred at 800-593-8188.
Money Matters USA
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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.
