In Episode 158, Fred Saide points out that Retirement Planning is like piecing together a complex puzzle, with each piece being crucial for a secure future. One approach to retirement planning is goals-based retirement planning, where the focus is on creating and achieving realistic goals before discussing income and Money. Maximizing Social Security and identifying other sources of income, such as pensions, annuities, and investments, is important. Savings should be balanced with liquidity, and budgeting and expense management are essential. Health care and long-term care should also be considered, as well as Estate planning and tax planning. Hear more in the podcast and Fred’s answer to another Stump the Guru question.
Reach Fred at 479-935-9767.
Money Matters USA
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.
