In this conversation, Troy Tremblay and Jackie Selby discuss various tax considerations in retirement. They cover topics such as taxable retirement income, tax implications of different types of accounts, strategies to mitigate taxes, and the benefits of Roth IRAs. They also touch on the importance of having an income plan that will last throughout retirement. The conversation provides valuable insights for individuals looking to create a tax-efficient strategy for their retirement years. In this conversation, Troy Tremblay and Jackie Selby discuss the importance of identifying and prioritizing bucket list goals in retirement. Additionally, they highlight the significance of creating memories and staying mindful of health while pursuing bucket list goals. The conversation concludes with a discussion on retirement savings and the importance of diversification and estate planning.

Reach out to Troy Trembley and the team at Tremblay Financial Services by calling 888-607-2677 or https://www.tremblayfinancial.com/

See omnystudio.com/listener for privacy information.

On today's show, Troy Tremblay discusses lessons from Warren Buffett's Investor's Playbook and how they can be applied to retirement planning. Topics covered include the importance of estate planning, the value of long-term investing, the need for proper research and preparation, and the potential opportunities in the market. Troy emphasizes the significance of starting early, saving consistently, and having a comprehensive plan to weather market volatility and ensure a secure retirement income. The conversation covers various topics related to retirement planning, including the future of Social Security, concerns about running out of money, long-term care expenses, minimizing tax liability, and cautious investing. The host and guest provide insights and advice on these subjects, emphasizing the importance of proactive financial planning and seeking professional guidance. They also address common retirement worries and offer solutions to help individuals achieve a secure and comfortable retirement.

Reach out to Troy Trembley and the team at Tremblay Financial Services by calling 888-607-2677 or https://www.tremblayfinancial.com/

See omnystudio.com/listener for privacy information.

In this conversation, Troy Tremblay discusses the importance of creating a comprehensive financial plan and avoiding common pitfalls when it comes to investing and retirement planning. He emphasizes the need for personalized plans based on individual goals, risk tolerance, and time horizon. Troy also highlights the significance of working with a fiduciary advisor who prioritizes the client's best interests. He addresses red flags to watch out for when choosing a financial advisor, such as lack of transparency and pressure to make quick decisions. Additionally, Troy discusses the risks involved in investing and the importance of understanding and managing them. In this conversation,. They play a game of 'Two Truths and a Lie' to debunk common retirement myths and provide valuable insights. The conversation covers important subjects such as Medicare, risk tolerance, asset allocation, saving for retirement, inflation, and Roth IRAs. Troy offers advice and guidance on these topics and emphasizes the importance of comprehensive financial planning for a secure retirement.

Reach out to Troy Trembley and the team at Tremblay Financial Services by calling 888-607-2677 or https://www.tremblayfinancial.com/

See omnystudio.com/listener for privacy information.