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Retirement Goals

Hosted by: Laura Hawley Special guest: Holland Henderson

February 13, 2019

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Holland Henderson – Financial Advisor at Allen & Company

 

In this episode, we discuss the very important question; “Will I be financially secure?” The reality is that what you are doing today is going to certainly be part of determining where you’re going to end up, as far as your retirement destination. We also talk about managing your retirement assets and the factors that depends on, such as your goals, risk tolerance, etc.

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the techniques and strategies discussed are suitable for all individuals or will yield positive outcomes. To determine which strategies may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to making a decision. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.

In this episode we cover:

  • Economic Compass. (3:19)
  • Managing your retirement assets. (5:50)
  • Roadblocks that we see on a given basis that hinder that retirement planning. (11:13)
  • How pre-retirees can plan for retirement. (28:37)
  • Let’s talk about risk. (31:41)

Links From the Show:

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson

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