Significant dates in your life

<p>You may have a calendar full of birthdays and business dates, but do you know what age-related milestones have the biggest impact on your financial plans? Or how to reap the financial rewards as you enter retirement?</p> <p>Keeping track of financial dates is the easiest way to make sure you don’t retire too early (or miss any deadlines overworking your stay).</p> <p>In this episode, you’ll discover what dates are significant to your retirement plan and how to ensure financial independence for you and your family with each milestone. </p> <p><strong>Show Highlights Include:</strong></p> <ul> <li>How to protect decades of retirement savings through your calendar (and why these dates save you in highly problematic periods). (1:36)</li> <li>The five retirement-related conversations to have in your 50’s for protecting your investments, taking contributions, and avoidingavoid paying penalties. (7:24)</li> <li>How to enter your 70’s without giving Uncle Sam too much of your retirement money (and how much RMD to take out). (14:02)</li> <li>Using the “Francis Bacon” strategy to conquer your retirement deadlines and protect your family’s finances (with each year that passes). (17:11)</li> </ul> <p>To schedule your free retirement tracking meeting, specifically for first responders, head to <a href= "http://pensionattention.com/" target="_blank" rel= "noopener">http://pensionattention.com/</a> or call us at 805-409-8150.</p>