• Make Your Money Work for You & Timeless Advice - March 30, 2025

  • Mar 30 2025
  • Length: 28 mins
  • Podcast

Make Your Money Work for You & Timeless Advice - March 30, 2025

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  • Summary

  • In this insightful episode of "Retirement Talks with Ted Thatcher," Ted Thatcher and the Brightlake Wealth Management team guide listeners through the complex journey of transitioning from being savers to spenders in retirement. Ted emphasizes the importance of strategic financial planning over merely accumulating wealth. They delve into crucial aspects like investment strategies, tax planning, and creating reliable income streams to ensure a secure and enjoyable retirement.

    Ted shares personal anecdotes and wisdom on the significance of having a balanced investment plan to support both immediate income needs and long-term growth. He highlights the role of effective tax planning in maximizing retirement savings and underscores the changing dynamics and risks involved in drawing down retirement funds.


    For more information, visit https://www.brightlakewealth.com/
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