The Key Questions to Answer in Retirement Planning

Candid Conversations: Retirement Talk with Ryan Cravitz

You can never ask too many questions when you’re trying to understand your finances and prepare for retirement. It’s essential that you know what you’re invested in and what you’re working towards. In this video, Ryan Cravitz will tackle some of the most fundamental yet challenging questions about retirement planning.

Here’s what we discuss in this episode:

0:00 – Intro

1:16 – How much you need when you retire

4:46 – How much in savings?

7:22 – How much risk

11:06 – Annuities

13:26 – Are you tax-efficient

17:28 – When to take Social Security
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If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: [email protected]
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.