In this conversation, Tripp Limehouse and Steve Sedahll discuss the biggest financial regrets from 2023 and provide tips on how to avoid them. They cover topics such as saving little to no money for retirement, failing to take advantage of interest-bearing accounts, and taking on too much credit card debt. They emphasize the importance of saving for emergencies and creating a retirement plan that includes guaranteed income. The conversation also touches on the state of the economy and the looming retirement crisis. Tripp highlights the need to address longevity risk and make informed decisions about Social Security benefits. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

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In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of involving an expert in financial discussions, especially when it comes to retirement planning. They emphasize the need for open communication between spouses and the consideration of individual risk tolerances. They also highlight the benefits of Roth accounts in defined contribution plans and the option to delay Social Security benefits. Tripp introduces the Green Line Principle as a safe money strategy and encourages listeners to attend their upcoming workshops. They address questions about IRA investments, opening a Roth IRA, and the sustainability of Social Security. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.

In this episode, Tripp Limehouse discusses common misunderstandings about investing in retirement. He clears up misconceptions about putting all savings in a 401k or IRA, borrowing from retirement accounts, and waiting to invest. Tripp emphasizes the importance of having a plan and understanding the cost of working with a financial advisor. He also highlights the risks of longevity and the need for budgeting and saving. Tripp provides resources, such as a budgeting worksheet, to help listeners navigate their retirement journey. Tripp introduces the Green Line Principle as a safe money strategy and emphasizes the importance of a Social Security roadmap. Lastly, he addresses the pros and cons of annuities versus stocks and provides guidance on required minimum distributions. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

See omnystudio.com/listener for privacy information.