Want to make your retirement income last 15+ years longer and reduce the risk of running out of money? In this masterclass, Certified Financial Planner Brent Boden breaks down the proven strategies that can supercharge your retirement plan—starting now.

Learn how to combine guaranteed income tools like fixed indexed annuities with smart investment strategies to boost income by up to 29%, reduce portfolio stress, and give you peace of mind—no matter what the markets do.

✅ Discover the secret to lifetime income that adjusts with inflation
✅ Learn how delaying Social Security can increase annual spending by 16%
✅ Protect your lifestyle and legacy with a holistic, flexible retirement plan

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🎯 Schedule your free retirement strategy session here: calendly.com/brentboden/15min

Visit brentboden.com for more information.

Retirement isn’t just about money—it’s a major life shift that demands the right mindset.

In this episode of the Physicians Financial Checkup, Certified Financial Planner Brent Boden reveals how your mindset can make or break your retirement journey. Discover the four key retirement mindsets, how they influence your planning approach, and what you can do to overcome common retirement roadblocks.

🎯 Learn how to:

• Identify your personal retirement mindset

• Set achievable and meaningful retirement goals

• Build a flexible plan that adapts to life’s changes

• Avoid common mistakes that sabotage retirement security

• Prioritize health, engagement, and financial clarity

Whether you’re a physician, dentist, or professional nearing retirement, this episode will give you the tools to align your mental preparation with your financial goals—so you can retire with confidence, purpose, and peace of mind.

👉 Schedule your free retirement strategy session today: calendly.com/brentboden/15min
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👍 Like, share, and leave a comment if this helped clarify your mindset for retirement!

🔗For More Information visit brentboden.com

Navigating Required Minimum Distributions (RMDs) is a critical aspect of retirement planning that can significantly impact your tax liabilities and financial security. In this informative session, Certified Financial Planner Brent Boden explores effective strategies to manage RMDs and minimize their tax implications.​

Key Topics Covered:

• Understanding RMDs: Gain a clear comprehension of what RMDs are, how they're calculated, and the timelines for withdrawals from tax-deferred retirement accounts.​

• Tax Implications: Learn how RMDs can increase your taxable income and potentially push you into a higher tax bracket, affecting your overall retirement income.​

• Strategic Planning: Explore methods such as Roth IRA conversions, Qualified Charitable Distributions (QCDs), and other tactics to reduce the tax burden associated with RMDs.​

• Common Mistakes to Avoid: Identify frequent pitfalls retirees encounter with RMDs and how to sidestep them to preserve your wealth.​

Take Control of Your Retirement:

To assess your retirement readiness and receive personalized recommendations, take advantage of our FREE Financial Wellness Checkup. This comprehensive tool will help you evaluate your financial health and guide you toward a secure retirement.​

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