Retirement isn’t just about saving money—it’s about strategically planning your withdrawals. In this episode of Red Zone Retirement, we’ll take you through our annual “strategic and tactical” fall meetings, showing how smart planning now can prevent massive surprises later.
Here’s some of what we discuss in this episode:
✅ How to make Roth conversions work in your favor
✅ The hidden Medicare penalty most people miss
✅ Guardrails that protect your income when the market dips
✅ How strategic meetings can save you $100K+
Go Inside the Episode:
0:00 – Intro
1:48 – Taxes & Roth Conversions
7:11 – Income Strategy
10:05 – Asset Map
13:52 – Spring vs Fall Meetings
16:22 – Final Thoughts
Resources:
Book an appointment with us: http://bookachatwithjohn.net
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM
Check out John’s FREE Books: https://je9gekmc.pages.infusionsoft.net/