Rollovers! According to the Dept. of Labor, $600 Billion a year are rolled over to IRA's. How do you do it? Should you do it? Key to a 'Happy', 'Long' Life and how you can get it. Why do annuities receive such a bad rap and is it news or noise?
Do you have a written plan for retirement? Why not? What are you waiting for? Is your retirement plan going to be enough? Tune into this episode to get answers to this and more.
This and more as we explore the in's and out's of retirement with Tim Lofton, a 30 year veteran of Retirement Planning and creator of The Retirement Blueprint.
Get your Retirement Blueprint today by scheduling a complimentary meeting at www.AximWealth.com
Spotify
https://podcasts.apple.com/us/podcast/the-retirement-blueprint-radio-hour/id1674860227
Apple Podcasts
https://podcasts.apple.com/us/podcast/the-retirement-blueprint-radio-hour/id1674860227
Google Podcast
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yMTQzMTU0LnJzcw?sa=X&ved=0CAIQ9sEGahcKEwjg9Ljigtf-AhUAAAAAHQAAAAAQIA
iHeart Radio
https://www.iheart.com/podcast/269-the-retirement-blueprint-r-109688049/
Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor. Insurance products and services are offered through Axim Insurance LLC, an affiliated company. Axim Planning & Wealth only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Views expressed on this show are not endorsed by the SEC, WHIO Radio or Axim. This content is for informational purposes only and should not be construed as advice or recommendation. Please consult your advisors for information regarding this broadcast.
Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor. Insurance products and services are offered through Axim Insurance LLC, an affiliated company. Axim Planning & Wealth only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Views expressed on this show are not endorsed by the SEC, WHIO Radio or Axim. This content is for informational purposes only and should not be construed as advice or recommendation. Please consult your advisors for information regarding this broadcast.
Rollovers! According to the Dept. of Labor, $600 Billion a year are rolled over to IRA's. How do you do it? Should you do it? Key to a 'Happy', 'Long' Life and how you can get it. Why do annuities receive such a bad rap and is it news or noise?
Do you have a written plan for retirement? Why not? What are you waiting for? Is your retirement plan going to be enough? Tune into this episode to get answers to this and more.
This and more as we explore the in's and out's of retirement with Tim Lofton, a 30 year veteran of Retirement Planning and creator of The Retirement Blueprint.
Get your Retirement Blueprint today by scheduling a complimentary meeting at www.AximWealth.com
Spotify
https://podcasts.apple.com/us/podcast/the-retirement-blueprint-radio-hour/id1674860227
Apple Podcasts
https://podcasts.apple.com/us/podcast/the-retirement-blueprint-radio-hour/id1674860227
Google Podcast
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yMTQzMTU0LnJzcw?sa=X&ved=0CAIQ9sEGahcKEwjg9Ljigtf-AhUAAAAAHQAAAAAQIA
iHeart Radio
https://www.iheart.com/podcast/269-the-retirement-blueprint-r-109688049/
Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor. Insurance products and services are offered through Axim Insurance LLC, an affiliated company. Axim Planning & Wealth only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Views expressed on this show are not endorsed by the SEC, WHIO Radio or Axim. This content is for informational purposes only and should not be construed as advice or recommendation. Please consult your advisors for information regarding this broadcast.
Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor. Insurance products and services are offered through Axim Insurance LLC, an affiliated company. Axim Planning & Wealth only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Views expressed on this show are not endorsed by the SEC, WHIO Radio or Axim. This content is for informational purposes only and should not be construed as advice or recommendation. Please consult your advisors for information regarding this broadcast.