In this episode, "What’s the Best Way to Create a Personalized Retirement Strategy?" we explore how to build a tailored retirement plan that aligns with your unique goals, lifestyle, and values. Tailoring your retirement strategy is crucial for late-career professionals who seek peace of mind regarding their financial future.

A one-size-fits-all approach simply doesn't work when it comes to retirement, and this episode dives into key areas of personalization. Learn how to strategize income planning that suits your desired retirement lifestyle, taking into account inflation and healthcare costs. We also discuss the importance of balancing your investment portfolio as you transition into retirement, with a focus on tax-efficient strategies.

Gain insights into how to plan for potential healthcare needs, long-term care, and legacy planning, while ensuring your retirement income lasts. Practical tips are shared, including how to track your spending, create a lifestyle budget, and review your investments as part of your personalized retirement map. We also highlight the value of consulting with a financial advisor to stay on track and adjust as needed. Whether you’re navigating complex financial decisions or seeking guidance for a confident retirement, this episode equips you with the tools to create a strategy that's built just for you. Tune in for actionable insights and expert advice.

#RetirementPlanning #RetirementStrategy #FinancialAdvisor #InvestmentTips #TaxPlanning

Thanks for tuning in to this episode of The Perfect Retirement Plan, and remember: it's not about having the smartest financial advisor, the most money saved, or the highest probability of retirement success. The perfect retirement plan, for you – is the one you act on.

Phillip Smith, CRPC AIF | Financial Planner
Tidepool Wealth Strategies
450 Country Club Road, Suite 350 | Eugene, OR | 97401

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Additional Disclosures:
The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisor Networks LLC cannot guarantee or represent that it is accurate or complete.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.