Ep 10: The Most Important Birthdays in Retirement Planning

Retirement planning is an ongoing process but there are key dates where new opportunities open up and decisions have to be made. Today we'll take you through the key birthdays in retirement planning and tell you what happens at each age.

Birthdays start to lose a lot of the excitement they had when we were younger, but that doesn’t mean certain ages aren’t worth celebrating a little more than others as we get older. That’s especially true as it relates to retirement planning because there are a handful of birthdays that will present you with new opportunities.

As we take you through the most important birthdays in retirement planning, you might be aware of some of them, but we find that most people don’t know about everything we’ll discuss. But you want to be prepared for each of these ages because there are planning decisions that need to be evaluated with your advisor, and that’s what we’ll do on this episode.

What We Discuss Today: 

1:17 – 50

4:09 – 55

5:23 – 59.5

7:40 – 62

10:20 – 65

12:32 – 66 or 67

13:45 – 72

15:32 – What you can do right now?

 

Quotable Moment: 

“Compounded interest, which is tax-deferred interest, actually grows a lot faster than taxable income.” – Spiros Vassilakos

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com