The Top 5 Myths of Retirement Planning

Jim Lorenzen, CFP®, AIF®

I came across this video on the Five Myths of Retirement – It’s by Northwestern Mutual. I have no relationship with them; however, it’s an excellent educational video and I thought you might find it interesting.

We know that many retirement expenses are guaranteed; but, how of the income required to meet those expenses is also guaranteed? If having a guaranteed income floor is important to you, we have another educational video you might enjoy viewing.

If you would liketo see it, grab a cup of coffee – it’s about 20-minutes long – and you’ll learn about a process for arranging assets that may be eye-opening,you can do so by clicking here.

Your Roadmap?

This educational video depicts an eye-opening strategy. The specific financial tools used to implement this strategy will be different for each individual, depending on specific needs and desires; but, it is a strategy that could put retirement on ‘auto-pilot’. Keep in mind, this is but one strategy for addressing retirement income needs. There are others. The one that’s right for you would depend on your plan

The plan comes first. We don’t do “ready-fire-aim”.

If you would like help, of course, we can always visit by phone.

Enjoy!

Jim

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER^® professional and An Accredited Investment Fiduciary^® serving private clients since 1991. Jim is Founding Principal of The Independent Financial Group, a registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Jim Lorenzen

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and an ACCREDITED INVESTMENT FIDUCIARY® serving private clients’ wealth management needs since 1991. Jim is Founding Principal of The Independent Financial Group, a Registered Investment Advisor providing wealth management, retirement planning and investment advisory services. Jim's background includes founding, building, and selling five successful businesses and international consulting. He has been headline speaker at more than 500 national and international association and corporate conventions for clients such as Foster Grant, Hobie Cat, CapCities/ABC, H.R. Textron, Hearst Corporation, The National Management Association, the National Newspaper Association, and Cox Communications and has been featured on American Airlines' Sky Radio heard on more than 19,000 flights, as well as in The Wall Street Journal’s SmartMoney magazine, The Profit Sharing Council of America’s Insights; also published in the Journal of Compensation and Benefits, NASDAQ, and in scores of national and international association trade publications.

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