Retiring Right!

Everyone should have an outlet - that thing that when they do it, they can release their energy and feel great! Outlets, hobbies, interests, passions, etc. are so important to staying fulfilled, vibrant. The other word in the title was Options. I also feel that everyone should create the option to retire for themselves. YOYO stands for You're On Your Own! Meaning if you want to have a great retirement, it's up to you to create it. The Corporate pensions are largely a thing of the past. Social Security is in terrible financial trouble. Therefore, now more than ever, Americans need to realize that the only person who can financially take care of the Retiree they hope to be, is the Pre-retiree they are today!

Retiring Right! is all about advice, strategy, techniques, common sense approaches and more. For your personal no-cost consultation call us at Family Tree Financial Group (904) 657-0896 or email us to schedule at info@FamilyTreeFG.com

Thanks for listening to this episode of Retiring Right!

As you save for the future, there are many areas where you may want to focus your attention. Most of us know about the need to grow and protect our retirement funds. This is an important consideration in making sure you have enough money to fund your retirement & not run out of money! An area that you might not have thought much about is taxes & TAX RISK.

Taxes – just like the growth of your retirement funds – can be a critical component of ensuring you have enough retirement income to fund your needs.

• Why taxes may be the biggest retirement risk you haven’t planned for

• How to identify (and eliminate) your 3 biggest retirement risks

• Key indicators that your retirement approach may be outdated

• Why today’s market requires specialized planning to meet your retirement goals

• The difference between tax deferred and tax free saving and how to know which one is right for you.

Call or email to receive a complimentary copy of The New Rules of Retirement Saving, the leading book on creating a retirement aligned with today’s market and tax realities. 

You may contact Jeff Sedlitz, LUTCF | President of Family Tree Financial Group and host of Retiring Right! at: info@FamilyTreeFG.com or (904) 657-0896.

Retiring Right is about more than money. This week's (unconfirmed) news is that 44 year old Tom Brady, QB of the Tampa Bay Bucs is retiring. For Tom it is not a financial decision. Tom and his wife have a reported net worth of around $650,000,000, give or take a dollar or two! WOW!

That's enough money to allow them to take their children to Disney World (a short drive from their Tampa home) without having to save up and plan for it like many (maybe most) families. So Tom's retirement decision is not about money or age, but "priorities" and something more important than money. That something is his family and the ability to spend time with them while he can. We all learned from the untimely passing of Kobe Bryant that nine if us are promised "tomorrow" regardless of our income or social status.

Tom acknowledged that (Kobe) publicly and wants to make sure he has time with his family now. I respect him for what he's done on the field as well as his decision to know when it's time to walk away. Now, that's what I call "Retiring Right!"

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

This episode talks a bit about 2 main areas to keep in mind when planning and structuring your retirement income. Those two things are GROWTH - of your savings, and the role TAXES can play in your retirement income and therefore quality of life in retirement.

If you have questions, would like to learn more or would like to use our team as a resource to guide you through retirement contact us at info@FamilyTreeFG.com or call us at (904) 657-0896.

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And, here's to "Retiring Right!"

We all have major, difficult financial decisions to make. But, the average business owner has even more. Not only do they have all of the "personal" decisions to make over the typical obligations and goals, but they also have several other financial considerations due to the business. Today, in this episode of Retiring Right, we're going to talk briefly about Business Continuation Planning and how important it is!

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So much has changed with regards to retirement - Retirement age, Life Expectancy, Retirement Funding, Pensions, Social Security, 401-k, IRA, etc

Throw in the market volatility we've been experiencing of late and the question is "Now what do I do?"

In this episode, we offer some insight and some thought provoking ideas.

Stay tuned. Enjoy. Reach out to us . Say hello and don't be afraid to ask us questions.

For now....Stay safe!

Hi! This is just a little introduction so that you get to know a little about me, my firm, my past and what "Retiring Right!" will be all about! 

If you want to know how to maximize retirement, ideas to make retirement great, planning and preparing for retirement and more...this is the place to be!

I look forward to sharing with you in upcoming episodes of Retiring Right! Please join us and add us to your favorites to listen to!