Are you a late-career professional looking to secure a more confident financial future? In this episode, “Introduction to Financial Planning for Late-Career Professionals,” we delve into essential strategies designed to help you navigate the transition into retirement. From maximizing your 401(k) contributions to exploring Roth IRA benefits, our discussion breaks down the critical steps needed to set the stage for lasting financial well-being. We also explore often-overlooked considerations such as healthcare costs, inflation factors, and pension payout options, highlighting the importance of well-rounded decision-making.

Our podcast is dedicated to helping those of you who are nearing retirement make informed choices. Through practical guidance, you’ll discover how to manage risk, optimize Social Security, and assess planning challenges and opportunities. Whether you’re seeking actionable insights to refine your portfolio or curious about collaborating with a professional financial advisor, this episode offers a glimpse at financial planning for your retirement years.

Get ready to learn proven strategies, hear real-life examples, and gain the clarity needed to build a strong financial foundation. Tune in and start taking control of your future today!

#RetirementPlanning #FinancialPlanning #MoneyManagement #FinancialAdvisor #LateCareerPros

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

____________________________________________________________________________________________
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.

Welcome to "The Perfect Retirement Plan?" the podcast that wades into the idea that "perfect" is a matter of perspective when it comes to successful retirement.

This is intended as an audio retirement planning guide to money management, pursuit of long-term financial growth, and creating an adaptive strategy tailored to your unique and evolving journey. My goal in each episode In every episode is to share concise, actionable insights that help you plan a retirement of purpose, resilience, and confidence.

The series is aimed at late-career professionals nearing retirement, who are seeking guidance on how to retire well, and how to avoid common mistakes.

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

____________________________________________________________________________________________
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.