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Navigating the Retirement Risk Zone

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by Eric Amzalag

5.0(4 reviews)
14 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retirement, or the distribution (spending phase) of retirement that the risk zone often gets overlooked despite its importance. This podcast is designed to not only help you navigate the retirement risk zone but thrive in retirement. My name is Eric Amzalag, I am a Certified Financial Planner TM, Retirement Income Certified Professional, and owner of the independent Financial Planning and Wealth Management Firm Peak Financial Planning. Let's explore retirement income planning, social security, retirement investing, and retirement satisfaction together. Happy Retirement Planning!

Language

🇺🇲

Publishing Since

4/28/2024

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Recent Episodes

Episode thumbnail for How to evaluate a retirement investment portfolio

December 4, 2024

How to evaluate a retirement investment portfolio

Eric Amzalag, CFP®, RICP®, shares 3 critical ways to manage risk in your retirement portfolio and deploy your cash, reduce risk, or shield from volatility.

Episode thumbnail for Is The 1% Rule Actually Worthwhile in Retirement?

November 20, 2024

Is The 1% Rule Actually Worthwhile in Retirement?

Eric Amzalag, CFP®, RICP®, weighs the merits of the 1% rule in retirement, revealing when a one-off financial planning fee is more beneficial than a percentage of assets under management fee.

Episode thumbnail for 50% Outrun Savings in Retirement? Here's Why They're Wrong...

October 30, 2024

50% Outrun Savings in Retirement? Here's Why They're Wrong...

<p>I came across a retirement finance article recently that really sent me loopy.</p><p><br></p><p>The title was:</p><p><br></p><p> Almost 50% of US households will outrun their savings in retirement — but this 1 money move could sustain your nest egg</p><p><br></p><p>The article quotes a study from the Morningstar Center for Retirement &amp; Policy Studies.</p><p><br></p><p>Once I got past how misleading and malicious the headline was, the content underneath was actually reasonably good.</p><p><br></p><p>But I thought I’d make a quick video on the matter to show you all, people looking to retire happily and well, how the machine is working against you.</p><p><br>If you found this episode helpful, subscribe so you don't miss any future episodes.</p><p><br></p><p>Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.</p><p><br></p><p>Eric Amzalag, CFP®, RICP®</p><p>_ _</p><p>Want help with your Retirement Plan?</p><p><a href="https://www.thepeakfp.com/free-consultation">Schedule a free consultation</a></p><p>Email me: Eric@thepeakfp.com</p><p><br></p><p><a href="https://www.youtube.com/@thepeakfp">Visit my Youtube Channel</a></p><p><br></p><p>#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity</p>

14 total episodes available

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What is Navigating the Retirement Risk Zone?

The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement.

During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retirement, or the distribution (spending phase) of retirement that the risk zone often gets overlooked despite its importance.

This podcast is designed to not only help you navigate the retirement risk zone but thrive in retirement.

My name is Eric Amzalag, I am a Certified Financial Planner TM, Retirement Income Certified Professional, and owner of the independent Financial Planning and Wealth Management Firm Peak Financial Planning.

Let's explore retirement income planning, social security, retirement investing, and retirement satisfaction together.

Happy Retirement Planning!

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Information about guest appearances is not available.

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