Wine Down - Retirement Plan Peer Review
What\u2019s given retirees peace of mind this year?
It\u2019s certainly been a tumultuous year. After facing so many uncertainties, we wanted to take this opportunity to find out what\u2019s given retirees confidence and peace of mind in their retirement plans this year.
We\u2019re delighted to share the final episode of the Wine Down Show for 2020.
The Wine Down Show is where we share perspectives from those living in or phasing into retirement, so we\u2019re delighted to be joined by four special guests, Tom and Lorrain Bowen, and Peter and Julie Kaylid.
We invite you to listen in as we discuss topics from previous podcast episodes, including \u2018Emily Smith \u2013 Continuous Care Retirement Community \u2013 What Are Your Options\u2019, \u2018Mark Hulbert \u2013 What it Means to Be a Contrarian\u2019, and \u2018Denise Appleby \u2013 Secure Act \u2013 Cares Act and Retirement\u2019.
In this episode find out:
- What to consider when looking at CCRCs and how they vary in amenities and cost
- The potential benefits of contrarian thinking
- What our guests have learned from the events of 2020
- Why working with financial planners can give you peace of mind in an unpredictable time
Tweetable Quotes:
\u201cIn a nutshell, CCRCs do vary quite a bit. Some have independent care and assisted living care \u2013 you have to decide what amenities you want and what\u2019s the cost of it.\u201d \u2013 Julie Kaylid
\u201cIf we were to invest emotionally, we\u2019d be too close to it.\u201d \u2013 Tom Bowen
\u201cThere really is a peace of mind in a retirement planning approach.\u201d \u2013 Peter Kaylid
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to mailto:morgan@pomwealth.net.