Retiring Right!

In short, today's message is - Don't let "fear" stop you from living the retirement life that you've always dreamt of!

You can live the retirement of your dreams! Make the decision to and then reach out to myself or another trained professional to "take you by the hand" and show you how to get there.

Not only can you retire (even if you're behind), but you can even Retire Right!!!

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

[email protected]

For more information contact us at: [email protected] or call us : (904) 657=0896.

We're here to help!

Let's get you Retiring Right!

Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!

Saving for Retirement? Want to?

Is an IRA right for you? If so, what type? Traditional IRA vs Roth IRA. What you don't know can hurt you.

Here is some useful information on the features and benefits of both Traditional and Roth IRAs. We also mention a potential Tax-Free Retirement alternative.

For more information contact us at: [email protected] or call us : (904) 657=0896.

We're here to help!

Let's get you Retiring Right!

Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!

https://podcasters.spotify.com/pod/show/jeff-sedlitz/support

Everyone should have an outlet - that thing that when they do it, they can release their energy and feel great! Outlets, hobbies, interests, passions, etc. are so important to staying fulfilled, vibrant. The other word in the title was Options. I also feel that everyone should create the option to retire for themselves. YOYO stands for You're On Your Own! Meaning if you want to have a great retirement, it's up to you to create it. The Corporate pensions are largely a thing of the past. Social Security is in terrible financial trouble. Therefore, now more than ever, Americans need to realize that the only person who can financially take care of the Retiree they hope to be, is the Pre-retiree they are today!

Retiring Right! is all about advice, strategy, techniques, common sense approaches and more. For your personal no-cost consultation call us at Family Tree Financial Group (904) 657-0896 or email us to schedule at [email protected]

Thanks for listening to this episode of Retiring Right!

As you save for the future, there are many areas where you may want to focus your attention. Most of us know about the need to grow and protect our retirement funds. This is an important consideration in making sure you have enough money to fund your retirement & not run out of money! An area that you might not have thought much about is taxes & TAX RISK.

Taxes – just like the growth of your retirement funds – can be a critical component of ensuring you have enough retirement income to fund your needs.

• Why taxes may be the biggest retirement risk you haven’t planned for

• How to identify (and eliminate) your 3 biggest retirement risks

• Key indicators that your retirement approach may be outdated

• Why today’s market requires specialized planning to meet your retirement goals

• The difference between tax deferred and tax free saving and how to know which one is right for you.

Call or email to receive a complimentary copy of The New Rules of Retirement Saving, the leading book on creating a retirement aligned with today’s market and tax realities. 

You may contact Jeff Sedlitz, LUTCF | President of Family Tree Financial Group and host of Retiring Right! at: [email protected] or (904) 657-0896.