Money Moves with Josh and Jared

This week on Money Moves with Josh McEachin and Jared Garfield discuss the five pillars of retirement planning: income, investments, taxes, healthcare, and estate planning. They emphasize the importance of proactive planning and the need for a customized approach to ensure financial security in retirement. Key topics include strategies for managing income and taxes, the impact of healthcare costs, the significance of estate planning, and the challenges of decumulation. The conversation also highlights real-life scenarios and solutions for common retirement concerns.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

This week on Money Moves the conversation with Josh McEachin and Jared Garfield explores the critical distinctions between saving and investing, emphasizing the importance of understanding when to utilize each strategy for optimal financial health. The hosts discuss the implications of inflation on savings, the evolving perception of retirement age, and the concept of phased retirement as a means to ease into retirement. They also address the mental health aspects of transitioning from work to retirement and provide practical scenarios to illustrate various retirement planning strategies.

If you have questions about your own retirement call Josh & Jared...

On this edition of Money Moves with Josh and Jared the conversation explores the critical phases of retirement planning, likening the journey to the experience of listening to a vinyl record. The hosts discuss the importance of proactive planning during the 'go-go years' of retirement, the transition to a slower-paced 'side B', and the various challenges retirees face, including healthcare costs, lifestyle inflation, and the need for legacy planning. They emphasize the significance of intentional spending, tax efficiency, and maintaining purpose in retirement, while also addressing real-life scenarios that retirees may encounter.

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On this episode of Money Moves the conversation delves into the intricacies of financial behaviors and their impact on retirement planning. The hosts discuss various money personalities, the dynamics of couples' finances, and the often-overlooked marriage penalty that can affect tax liabilities in retirement. They emphasize the importance of proactive planning and provide insights into tax strategies that can help couples navigate their financial futures effectively. Real-life scenarios illustrate the challenges retirees face and the need for tailored financial advice.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

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In this conversation, the hosts Jared Garfield and Josh McEachin  discuss the complexities and challenges of retirement planning, emphasizing the importance of proactive strategies to navigate the transition from work to retirement. They explore themes such as decision fatigue, retirement regret, the role of financial advisors, and the significant costs associated with healthcare and long-term care. The discussion also highlights the need for flexibility in retirement planning and the importance of having a clear plan to adapt to changing circumstances. Real-life scenarios are presented to illustrate common retirement challenges and the necessity of tailored financial strategies.

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In this conversation, Josh and Jared discuss the unique challenges and strategies for Gen X as they approach retirement. They emphasize the importance of having a strategic retirement income plan, understanding tax efficiency, and preparing for healthcare costs. The discussion also covers the emotional aspects of retirement, the significance of social security decisions, and the need for a proactive approach to managing retirement funds. Real estate investment strategies, including 1031 exchanges, are highlighted as potential avenues for building wealth in retirement. Overall, the conversation aims to equip listeners with the knowledge and tools necessary for a successful retirement journey.

In this episode of Money Moves, hosts Josh McEachin and Jared Garfield discuss the critical aspects of estate planning, including common pitfalls, the importance of beneficiary designations, and the role of trusts. They emphasize the need for proactive planning to avoid costly mistakes and the emotional challenges faced by survivors after the loss of a spouse. The conversation also explores the shifting landscape of retirement investments, moving away from traditional strategies towards alternative investments, and the importance of having a customized financial plan. Real-life scenarios illustrate the complexities of retirement planning and the necessity of professional guidance.

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