Smarter You Series – Retirement Saving and Income Planning
by Brandon Miller on Jul 13, 2021
If you or a friend—your friends are always welcome here—are contemplating retirement, then this recording is for you!
Brio Team members, Gene Elliot and Michael Telford provide the lowdown on everything from retirement income sources to determining your cash flow needs once you stop working to strategies for what accounts to access when and lots more need-to-know info.
After watching if you have questions or would like to have a deeper discussion please email us at firstname.lastname@example.org or call us directly at 833-623-2450.
*Please note that the tax rate mentioned in the Social Security section/slide is the 85% listed and not the 80% mentioned by the presenter.
This video is for general informational purposes and all opinions expressed therein constitute the judgment of the presenter(s) as of the date of the recording. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual situation or on any specific security. The material has been gathered from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Brio does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital and past performance does not guarantee future returns; please seek advice from a licensed professional. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio unless a client service agreement is in place.