In this episode of Money Moves, hosts Josh and Jared delve into the often unspoken fears surrounding retirement. They explore the psychological shift from saving to spending, the emotional challenges retirees face, and the importance of having a structured income plan. The conversation highlights how clarity and confidence can alleviate fears, allowing retirees to enjoy their hard-earned savings. Through various scenarios, they provide practical advice on navigating retirement planning, emphasizing the need for a comprehensive approach that includes understanding fees, taxes, and income strategies.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution at 800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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Money Moves with Josh McEachin and Jared Garfield,

This conversation explores the evolving landscape of retirement, emphasizing the shift from traditional views to a more dynamic and engaged approach. It highlights the importance of planning for a longer retirement, the impact of technology, inflation, and emotional factors on retirement planning, and the implications of the Tax Cuts and Jobs Act. The discussion also delves into lifestyle changes, community involvement, and the pursuit of purpose and creativity in retirement, ultimately advocating for a comprehensive and proactive retirement strategy.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

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In this episode of Money Moves, hosts Josh McEachin and Jared Garfield discuss the key financial habits and strategies that distinguish the wealthy from the average person. They emphasize the importance of starting early with investments, maximizing tax advantages, and the necessity of owning appreciating assets. The conversation also covers the significance of diversification, hiring professionals for financial guidance, and the essentials of estate planning. Additionally, they explore classic money wisdom and its relevance in today's financial landscape, concluding with practical scenarios that highlight the importance of personalized retirement planning.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

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In this episode of Money Moves, the hosts, Josh McEachin and Jared Garfield explore the intersection of artificial intelligence and retirement planning. They discuss how AI is currently being utilized in financial services, its advantages and limitations, and the importance of maintaining a human touch in financial advising. The conversation also addresses common retirement myths, the transition from accumulation to decumulation, and real-life scenarios that retirees may face. The episode emphasizes the need for a comprehensive retirement plan that incorporates both technology and personal insights.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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In this episode of Money Moves, hosts Josh McEachin and Jared Garfield discuss the implications of the Tax Cuts and Jobs Act, which was initially set to expire in 2026 but has now been extended. They emphasize the importance of proactive tax planning for pre-retirees, highlighting strategies such as Roth conversions and tax diversification to minimize future tax liabilities. The conversation also covers the potential tax surprises retirees may face, including the taxation of Social Security benefits and Medicare surcharges, urging listeners to be aware of how their income can impact their overall tax situation.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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In this episode of Money Moves, Josh and Jared discuss various investment strategies for wealth preservation and growth in a volatile market. They explore high-yield savings accounts, fixed annuities, and US Treasury securities as safe investment options. The conversation shifts to bear market strategies, emphasizing tax loss harvesting and buying opportunities. They also discuss signs that may indicate readiness for early retirement, such as being debt-free and having a solid savings plan. Real-life scenarios illustrate the importance of planning and adapting to changing financial landscapes.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

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In this episode of Money Moves, Josh and Jared discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, delaying retirement contributions, underestimating healthcare costs, and neglecting estate planning. The conversation also covers the importance of having a solid income plan, especially during the first year of retirement, and provides insights into real-life scenarios that retirees may encounter. The hosts emphasize the need for professional guidance to navigate these complexities and ensure a secure financial future.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

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In this episode of Money Moves, Josh and Jared delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about achieving the freedom to live life on one's own terms. They discuss the importance of passive income, financial literacy, and overcoming common misconceptions about wealth. The conversation also highlights insights from Vanguard's How America Saves report, focusing on average versus median savings, the significance of catch-up contributions, and the impact of automatic enrollment in retirement plans. Additionally, they address the importance of planning for healthcare costs and the benefits of leveraging health savings accounts. The episode concludes with practical scenarios that listeners can relate to, reinforcing the need for personalized financial planning.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

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