Is it possible to have predictable, consistent sources of income during retirement?
With sound planning you can maximize guaranteed income sources like Social Security while strategically positioning your savings and assets to supplement as needed. The result is a level of predictability to help ease fear, allowing you to forge ahead in retirement with confidence. This seminar has been Funded in whole by Delaware Life.
Your hosts will be Al Luttman and Mike Braddy, the hosts of “Money Matters with Al and Mike,” a financial services talk-radio show that airs on WWTC AM1280, KYCR AM1440, KDIZ AM1570 & FM107.5. They are also the founders of Strategic Investment Partners, a financial planning firm. Al and Mike have over 60 years of collective experience helping individuals and families live out happier, more fulfilling retirements.
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Agenda
How to maximize your Social Security payout (Spoiler alert: timing ISN’T everything)
All the factors you ABSOLUTELY MUST CONSIDER before filing
How to tune-up your savings for generating income
Annuities: The good, the bad, the ugly
Old-school budgeting: The essential first step to any retirement plan
Mike holds the Certified Wealth Strategist (CWS)® designation, providing a comprehensive approach to financial planning discussing issues such as; investments, retirement, insurance, and distribution of assets at death. He has served as a public...
Al is a thirty plus year veteran in the financial services industry getting registered in 1982. He has achieved life-time member status at the prestigious Million Dollar Round Table — an international financial services organization — where he has...
Registered representative of and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a registered investment advisor. Cetera is under separate ownership from any other named entity.