Make Life Happen
Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. No legal advice, options or recommendations are being made in respect to this proposal. You should consult your tax professional or attorney concerning such advice and opinions.
Make Life Happen
Meet Capstone Planning - Investments, Retirement Planning and More
In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and connecting the dots to achieve those objectives. He also addresses common questions about Social Security, including when to take benefits, how working affects benefits, and the potential reduction of benefits in the future.
00:00 Introduction to Retirement Planning and Make Life Happen Book
00:51 Keith Wiltfong's Book "Make Life Happen: Your Guide To The Better Retirement Journey"
05:49 Social Security Pop Quiz
22:17 Wrap up and contact information