Retiring Right!

E 16 - Traditional Retirement Accounts & Taxes (Part II)

A continuation of a prior episode to piggyback on the conversation we had about these commonplace retirement accounts and how, looking through a tax-focused lens, they impact your overall retirement income. You can give away tens of thousands or even hundreds of thousands of dollars to your "Silent Partner" - The Government! We can give you sound tax-strategies to reduce or eliminate your taxes in retirement so that you get to keep most or all of your money when you need it most! You can live th...

E 15 - Choices (Part 1)

In today's message - Choices (Part 1) I wanted to introduce the reality that with retirement planning there are so many choices to make! You have to make important choices regarding where to live, whether or not to "down-size", how much to save, where to save it, at what age to retire, at what age to begin Social Security, how to take money out of your traditional retirement accounts, choices regarding your health and well-being, how to have balance enough to enjoy the retirement life that you'v...

E 14 - F.E.A.R. = Face Everything And Rise!

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 JSedlitz@FamilyTreeFG.com For more information contact u...

E 12 - Outlets Options

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 Se...

E 11 - More Food For Thought

Plenty of ideas and things to think about in planning for retirement

E 10 - Growth & Taxes (Two things to consider when planning for retirement)!

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 comp...

E9 - Tom Brady Inspired

Retiring Right is about more than money. This week's (unconfirmed) news is that 44 year old Tom Brady, QB of the Tampa Bay Bucs is retiring. For Tom it is not a financial decision. Tom and his wife have a reported net worth of around $650,000,000, give or take a dollar or two! WOW! That's enough money to allow them to take their children to Disney World (a short drive from their Tampa home) without having to save up and plan for it like many (maybe most) families. So Tom's retirement decision is...

E8 - Some things to consider when creating Retirement Income

This episode talks a bit about 2 main areas to keep in mind when planning and structuring your retirement income. Those two things are GROWTH - of your savings, and the role TAXES can play in your retirement income and therefore quality of life in retirement. If you have questions, would like to learn more or would like to use our team as a resource to guide you through retirement contact us at info@FamilyTreeFG.com or call us at (904) 657-0896. If you appreciate the content being shared here an...

E7 - Retirement - It's about more than the money!

The first thing most people think of when the topic of retirement comes up is "money"... In this episode of "Retiring Right" we talk about non-monetary things that help to make for a great retirement. Please enjoy! If you appreciate the content being shared here and would like more of the same from us, please support us with a monthly donation and we will gladly keep the content coming! Just click the link. and thank you very much for your support!: Click Here And, here's to "Retiring Right!" Je...

E6 - Advice

When it comes to advice on where to eat, what movie to see, etc advice from friends and neighbors is fine. But, when it comes to your financial well-being and retirement planning, advice should be sought after from a licensed and trained professional. No one wants to get to 68 years of age, put in their retirement notice only to discover at age 77 they're 8 months away from running out of money to remain retired! A financial professional who is trained and certified in all facets of retirement p...

E5 - Making a Commitment to Your Retirement

Family Tree Financial Group is a full service financial advisory firm located in Northeast Florida, serving the nation. We have over 200 years of combined industry experience and believe in the philosophy that "None of us are as great as all of us" When one of our Financial Professionals takes on a new client, that client gets the expertise and collaboration from our entire team. We treat everyone as a family member!

E4 - Business Owner Dilemma

We all have major, difficult financial decisions to make. But, the average business owner has even more. Not only do they have all of the "personal" decisions to make over the typical obligations and goals, but they also have several other financial considerations due to the business. Today, in this episode of Retiring Right, we're going to talk briefly about Business Continuation Planning and how important it is! We also hope that if you like us, you'll support us and allow us the opportunity t...

E3 - Retiring Right - Annuity Awareness Month

Today we offer a brief understanding of annuities and how they can be used in retirement planning to generate a "self-made pension plan"

E2 - Changes To Life As We Knew It!

So much has changed with regards to retirement - Retirement age, Life Expectancy, Retirement Funding, Pensions, Social Security, 401-k, IRA, etc Throw in the market volatility we've been experiencing of late and the question is "Now what do I do?" In this episode, we offer some insight and some thought provoking ideas. Stay tuned. Enjoy. Reach out to us . Say hello and don't be afraid to ask us questions. For now....Stay safe!

E1 - Retiring Right! Intro

Hi! This is just a little introduction so that you get to know a little about me, my firm, my past and what "Retiring Right!" will be all about! If you want to know how to maximize retirement, ideas to make retirement great, planning and preparing for retirement and more...this is the place to be! I look forward to sharing with you in upcoming episodes of Retiring Right! Please join us and add us to your favorites to listen to!

Retiring Right! (Trailer)