What Month Should You RETIRE? | Wealth Strategies Unleashed

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Is there an exact right time to retire? This week Robert & Karen break down all the factors that go into one of life’s biggest decisions. From tax efficient strategies to healthcare costs and withdrawal planning, they’ll share actionable insights to help you retire with clarity and confidence.
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CHAPTERS:
0:00 Intro
0:55 The Impact of Timing?
2:01 Tax-Efficient Planning Strategies
4:09 COBRA Law
4:31 Plan for Operations
5:03 Plan Around Bonuses/PTO
6:39 Different Aspects of Retirement
9:33 Family Considerations
10:28 The Importance of Soft Structure
11:58 Steps for a Successful Transition
13:48 Life-In-Weeks Planning Guide
17:54 Wrap-Up
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At Concenture, we simplify the complex world of personal finance with personalized solutions that empower you to navigate life’s most important decisions. Whether you’re planning for retirement, facing major life transitions, or seeking to optimize your investments, our experience, philosophy, and 3-step plan are designed to help you build a secure, confident future.

The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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