Unlocking the Retirement Key: Valuable Insights from Pat Volk - a podcast by Abe Abich

from 2023-06-12T11:00

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Are you nearing retirement and in need of personalized financial advice? Have you heard these common myths about the importance of seeking professional financial advice for retirement planning? Myth 1: I don't have enough money to warrant professional advice. Myth 2: I can do it myself - I don't need a financial advisor. Myth 3: Financial advisors are too expensive. But the truth is, seeking professional financial advice can have a significant impact on your retirement planning. Pat Volk will share the truth and debunk these myths once and for all. 

In this episode, you will be able to: 

  • Understand the value of professional financial counsel for retirement plan development.  

  • Gain insight into customized retirement strategies for maximum savings.  

  • Delve into essential retirement planning components like Social Security, pension plans, and taxation.  

  • Learn subtle aspects of retirement plans including Roth conversions, tax-loss harvesting, and philanthropic distributions.  

  • Prioritize the protection of your spouse and family with well-rounded retirement planning. 

Pat Volk, a seasoned financial advisor at Abich Financial Services has a wealth of experience in retirement planning. With over three decades of experience under his belt, Pat has a unique ability to uncover hidden opportunities and strategies that can have a considerable impact on his clients' financial well-being. Pat's personable, conversational style makes him an approachable expert in the often-complex world of retirement planning. Pat is dedicated to guiding individuals and families through the intricacies of retirement, ensuring they feel confident and secure in their financial futures. 

Get more insight from Pat and the rest of the team at Abich Financial on Facebook, Instagram and YouTube! 

The key moments in this episode are:        

00:00:00 -            

               Introduction,                        

00:01:45 -            

               Dumb Purchases,                        

00:05:09 -            

               Planning Your Own Retirement,                        

00:10:30 -            

               Working with a Financial Advisor,                        

00:12:10 -            

               Conclusion,   

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Further episodes of The Retirement Key

Further podcasts by Abe Abich

Website of Abe Abich