Fullerton Financial Hour

Podcast af Fullerton Financial

engelsk

Videnskab & teknologi

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Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.

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48 episoder

Planning for Large IRAs

If your retirement savings is in a tax deferred retirement account, you may want to be aware of new retirement planning rules that have changed the way we need to think about tax deferred retirement accounts. And the Secure Act and Secure Act 2.0 could have an even bigger impact on those with balances of $250,000 or more.

9. aug. 2024 - 50 min

Four Retirement Unknowns

I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.

25. juli 2024 - 51 min

Risks in Retirement

Risks in Retirement by Fullerton Financial

28. juni 2024 - 52 min

Three Stages of Retirement

We used to think of retirement as the final stage of life. It’s not the finish line anymore. It’s just the beginning of the next phase of life. Retirement today lasts so much longer, and we believe it actually unfolds in stages.

14. juni 2024 - 52 min

Retirement for Small Business Owners

Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.

17. maj 2024 - 51 min

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