The Calculator Answer vs. Client Answer (5/4/2024)

Who's ready to retire? Most of us are ready mentally, but how about financially? Jeremiah Bates and Alex Lundgren share real-life client stories about individuals who didn't believe they were prepared for retirement, only to discover they were, and vice versa. The easiest way to set yourself up for that next step? Prepare an in-depth plan. They also delve into the strategy of Roth conversions and how their clients utilize them to minimize taxes and free up extra funds in retirement.

Jeremiah and Alex explore methods to access your home's equity by utilizing HELOCs and reverse mortgages to supplement any necessary cash flow for your post-working years. They also discuss proper strategies for exiting rental properties, including 1031 exchanges, Delaware Statutory Trusts, and more.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates, Financial Advisor

Alex Lundgren, RSSA®, AIF®, Financial Advisor

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com/

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

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