Retirement Planning for What You Can and Cannot Control

Retire Ready with Kyle Hammerschmidt

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In this episode, Kyle and Kolin dive into the crucial topic of control in retirement planning. They discuss three aspects you can’t control, such as tax rates, inflation, and market volatility, and how to navigate these challenges effectively. They also explore three critical elements you can control, including withdrawal rates, risk management, and lifetime taxes.

Join us as we cover:

• Uncontrollable Factors: How future tax laws, inflation, and market volatility impact your retirement plan.
• Controllable Factors: Strategies for managing withdrawal rates, investment risk, and lifetime taxes to optimize your financial future.
• Proactive Planning: Why taking control now can significantly benefit your retirement and tax strategies.

Whether you’re preparing for retirement or already in it, understanding what you can and cannot control will equip you with the tools to build a resilient and rewarding retirement plan. Don’t let uncertainty hold you back—tune in and start planning your retirement with confidence.

Catch us every week for more insights and practical advice. If you enjoy the show, please like, rate, and review. For more resources and to start your retirement planning journey, visit retirereadyacademy.org and mocanwealth.com.

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Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.