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Making Large Purchases in Retirement - Season 2, Episode 11

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Manage episode 420561677 series 3303855
Inhoud geleverd door 210 Financial. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door 210 Financial of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all?
In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our retirement plan.
You won’t want to miss this one!
//
Grab a Free Resource at http://retirewith210.com/ --
Prefer to watch? Find video versions of every episode on our YouTube channel.
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --
Like more free resources? Grab one of our free guides here.
//
210 Wealth Management, Inc., d/b/a 210 Financial, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. 210 Financial, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Insurance products are offered through 210 Financial, Inc. d/b/a 210 Financial.

  continue reading

37 afleveringen

Artwork
iconDelen
 
Manage episode 420561677 series 3303855
Inhoud geleverd door 210 Financial. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door 210 Financial of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all?
In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our retirement plan.
You won’t want to miss this one!
//
Grab a Free Resource at http://retirewith210.com/ --
Prefer to watch? Find video versions of every episode on our YouTube channel.
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --
Like more free resources? Grab one of our free guides here.
//
210 Wealth Management, Inc., d/b/a 210 Financial, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. 210 Financial, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Insurance products are offered through 210 Financial, Inc. d/b/a 210 Financial.

  continue reading

37 afleveringen

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