Ben goes through various streams of retirement income that may not be subject to taxation and breaks down the strategies to achieve that goal.  He also continues to monitor high inflation and its effects on retirement planning and discusses steps to take in order to maintain the lifestyle you want in retirement.

You can reach Ben Heizer by calling 855-855-7655.

Thrive-A Wealth Management Group

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Ben looks at the latest Fed rate hike along with high inflation and Americans' wages remaining flat and how that must be factoring in with the retirement planning process.  He also puts 12 b-1 fees under the microscope.

You can reach Ben Heizer by calling 855-855-7655.

Thrive-A Wealth Management Group

See omnystudio.com/listener for privacy information.

This week on Retire Your Way, Ben Heizer shares how to prepare for success in all retirement phases, stages and the foolproof way to prevent overspending in the first five years after retiring. When was the last time you revised your retirement plan? Is it time to make adjustments to those pandemic protection failsafes? Ben will go over practical retirement planning for couples and designing your retirement plan to best serve you and your family in the long game. 

Call or text Ben and his team at 800-491-9401 or visit his website at heizerfinancial.com.

See omnystudio.com/listener for privacy information.