Building an Unshakable Foundation: The Three Pillars of Financial Confidence

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Building an Unshakable Foundation: The Three Pillars of Financial Confidence

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On this episode of Retirement Success, hosts Steve and Elizabeth Holland, joined by Todd M.J. Schnitt, outline the three essential pillars for building a retirement plan that delivers true financial confidence. They stress that with risks like rising debt, inflation, and market volatility, relying on old strategies is not enough—you must proactively address Tax Planning, Investment Management, and Reliable Income Planning to secure your future.Key Discussion Points

Pillar 1: Tax Strategy is Future-Focused: Proactive tax planning is critical as the IRS does not retire. Strategies like Roth conversions and rethinking RMDs are necessary to minimize future tax liabilities and prevent taxes from eroding your savings (e.g., the teacher couple facing a $300,000 tax surprise on a $1.2M account).
Pillar 2: Balance Investment Risk: The retirement goal shifts from growth to preservation. Portfolios must be rebalanced to reduce exposure to devastating market drops (sequence of return risk), using diversification and solutions like guaranteed income annuities over low-performing bond funds.
Pillar 3: Sustainable Income is Key: Income planning ensures your money outlives you. You need reliable sources for essentials and variable income for lifestyle, with built-in protection against inflation and the high cost of out-of-pocket healthcare.

If you're worried about market volatility, rising taxes, or joining the 51% of retirees who fear running out of money, this episode provides the foundation for an updated, confident strategy.

Contact The Holland Group Retirement Wealth Advisors for a complimentary, no-obligation review by calling (727) 295-3451, or visit AskTheHollands.com to schedule a discovery call at your convenience.

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