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Ep 5: The Financial Red Zone

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Manage episode 347312128 series 3403932
Indhold leveret af Ryan Cravitz. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ryan Cravitz eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Much like the game of football, retirement planning has a similar period of time where it’s essential for your long-term success. We call this the Financial Red Zone, and it’s the 5-10 years prior to retirement and the first years in retirement. Planning and execution become critical during this time and we’ll tell you why on this episode.

Here’s some of what you’ll learn on the podcast:

· What is the Financial Red Zone? (2:01)

· How you should manage your risk during this time. (4:47)

· Every retirement plan should have these three types of money. (7:15)

· Why being proactive with your finances will benefit you in the red zone. (10:01)

· The experience we have working with people in this age range. (11:18)

Get more educational videos on YouTube: https://bit.ly/4b80CuY
CONNECT:

If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: ryan@cravitzfinancial.com
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.

  continue reading

39 episoder

Artwork
iconDel
 
Manage episode 347312128 series 3403932
Indhold leveret af Ryan Cravitz. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ryan Cravitz eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Much like the game of football, retirement planning has a similar period of time where it’s essential for your long-term success. We call this the Financial Red Zone, and it’s the 5-10 years prior to retirement and the first years in retirement. Planning and execution become critical during this time and we’ll tell you why on this episode.

Here’s some of what you’ll learn on the podcast:

· What is the Financial Red Zone? (2:01)

· How you should manage your risk during this time. (4:47)

· Every retirement plan should have these three types of money. (7:15)

· Why being proactive with your finances will benefit you in the red zone. (10:01)

· The experience we have working with people in this age range. (11:18)

Get more educational videos on YouTube: https://bit.ly/4b80CuY
CONNECT:

If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: ryan@cravitzfinancial.com
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.

  continue reading

39 episoder

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