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Nội dung được cung cấp bởi 210 Financial. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được 210 Financial hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Income, RMDs, Beneficiaries, & Portfolio Risk: A Grabbag Episode - Episode 12

18:53
 
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Manage episode 336747671 series 3303855
Nội dung được cung cấp bởi 210 Financial. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được 210 Financial hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

We’ve got a fun episode for you today! Most times we go in with a clear outline of a takeaway we want to leave with you. But today, after we answer a question about portfolio risk, Kendall brought some recent articles he read about retirement and we’re talking through them.
Somehow hot-dog eating contests also come up? Yeah, we’re not sure…
Anyways, we hope you enjoy this one! As always, thank you for listening!
//
Grab a Free Resource at http://retirewith210.com/ --
Prefer to watch? Find video versions of every episode on our YouTube channel.
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --
Like more free resources? Grab one of our free guides here.
//
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management (AEWM). AEWM and 210 Financial are not affiliated companies.
Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.
Please remember that converting an employer plan to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not bank or FDIC insured.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
1413940-07/22

  continue reading

37 tập

Artwork
iconChia sẻ
 
Manage episode 336747671 series 3303855
Nội dung được cung cấp bởi 210 Financial. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được 210 Financial hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

We’ve got a fun episode for you today! Most times we go in with a clear outline of a takeaway we want to leave with you. But today, after we answer a question about portfolio risk, Kendall brought some recent articles he read about retirement and we’re talking through them.
Somehow hot-dog eating contests also come up? Yeah, we’re not sure…
Anyways, we hope you enjoy this one! As always, thank you for listening!
//
Grab a Free Resource at http://retirewith210.com/ --
Prefer to watch? Find video versions of every episode on our YouTube channel.
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --
Like more free resources? Grab one of our free guides here.
//
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management (AEWM). AEWM and 210 Financial are not affiliated companies.
Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.
Please remember that converting an employer plan to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not bank or FDIC insured.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
1413940-07/22

  continue reading

37 tập

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