Estate Planning as part of a Reliable Wealth Financial Group Retirement Roadmap

Stress testing your retirement plan

In this episode of the Reliable Wealth Financial Hour podcast we explore the critical transition from wealth accumulation to distribution, focusing on strategies to help you manage your portfolio against market volatility, inflation, and healthcare costs. We discuss why the Reliable Wealth Financial Group advocates "stress testing" portfolios to uncover hidden risks and to help you assess whether your strategy aligns with your personal comfort and history.  For additional information and important disclosures please visit www.rwfhour.com [http://www.rwfhour.com]

Retirement financial planning. There’s more to it than you might think.

Financial planning for retirement goes beyond managing what you’ve saved. Bob and Cole Falter with The Reliable Financial Group explain how they approach retirement financial planning including tax planning and estate planning. For additional information and important disclosures please visit www.rwfhour.com [http://www.rwfhour.com]

Transitioning from saving for retirement to spending in retirement

This episode of the Reliable Wealth Financial Hour focuses on one of the biggest concerns in retirement; running out of money.  Bob and Cole Falter discuss their approach in helping retirees navigate the transition from wealth accumulation to the distribution phase. For additional information and important disclosures please visit www.rwfhour.com [http://www.rwfhour.com]

Does your retirement financial plan cover all the bases?

Do you have a number in mind for retirement? A savings number? On the Reliable Wealth Financial Hour podcast, Bob and Cole Falter discuss the importance of avoiding comparisons and finding your personal number. Plus, Bob and Cole explain how a financial advisor may be able to help you plan for healthcare and taxes.

Saving to Spending in Retirement

Tips for making the transition from saving for retirement to spending in retirement. Bob and Cole Falter of The Reliable Wealth Financial Group discuss how to spend. It may sound simple but spending without a financial plan can have unexpected consequences come tax time.