Nov 14 2024 27 mins 1
You don’t need to work longer; you just need a better plan. Schedule a consultation to craft a financial strategy that meets your unique retirement goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"A peaceful retirement starts with preparation. 🌅 Discover how understanding Medicare now can support a future free from financial worry."
Chapters
0:00 - Podcast Introduction
3:05 - Understanding the Retirement Landscape
4:44 - Key Federal Benefits to Know
6:45 - The Importance of Suspending Over Cancelling
7:33 - Social Security Strategies
9:20 - Navigating FEHB and Medicare Options Based on Location
10:20 - Income Streams After Retirement
13:30 - 10% Penalty Explained - Estate Planning Essentials
17:00 - Reducing Financial Risks in Retirement
23:35 - Health and Wellness Tip for Retirees
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
