Ep 17: Retirement Facts – The Do’s and Don’ts While Retired

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That’s why we’ve decided to compile a list of the things we’ve been talking about with clients recently and spend some time on each of them. These are some common questions, but they’re also important for retirement and ensuring that you know what you should and should not be doing with your financial plan.

On any given day, we can address any number of questions and concerns from clients but we always get a few topics that come up more than the others.

That’s why we’ve decided to compile a list of the things we’ve been talking about with clients recently and spend some time on each of them. These are some common questions, but they’re also important for retirement and ensuring that you know what you should and should not be doing with your financial plan.

Join us on today’s episode to learn more about these topics: 

  • Is it a good idea to borrow from your 401(k)? (2:09)
  • What you need to consider before investing into a variable annuity. (5:40)
  • The common retirement traps that we tell people to avoid. (8:40)
  • What would we say is the worst enemy for investors during financial down markets? (11:26)
  • How you choose to live your retirement will be a major factor for building your portfolio (15:27)

If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.

 

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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.

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AthenianPCG@Cambridgesecure.com