Are you confident enough to navigate the complex world of finance and retirement savings on your own? 

It’s a common belief that many individuals hold, thinking they can handle it without assistance.

In our latest podcast episode, Charlie Massimo and Peter Anastasian delve into the intricacies of turning your retirement portfolio into a sustainable source of income. Together, they explore the challenges individuals of all wealth levels face and offer valuable insights to help you navigate this crucial phase of your life.

Here’s what you’ll learn in this episode:

• A clearer understanding of how to calculate and determine the amount of money you’ll need for retirement
•  A simple formula that provides a solid foundation for your financial planning
• Learning practical techniques to assess your current lifestyle expenses
• The implications of taxes in retirement and how to plan for them effectively
• The different retirement account types and the potential tax consequences associated with distributions
• And so much more

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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