Finances can be confusing. Even though we have access to an infinite amount of information, often there is a disconnect between information and application. That’s why the GenWealth team has devoted over 15 years to bringing you straight talk about retirement, investments, and your money on the Get Ready for the Future Show. The information you need and how to apply it is right at your fingertips.

The Get Ready for the Future Show

Want answers to your questions about retirement, investments and your money?

Recent Episodes

Highlights

Are you approaching retirement and worried about making the transition?🫣 

Join financial advisors Scott Inman and Tim Key as they discuss critical strategies for moving from a demanding career to a fulfilling retirement. Learn about the psychological and financial considerations, including how to plan your time, manage income needs, and maintain purpose after leaving full-time work. Insights drawn from Employee Benefit Research Institute data and real-world experience help guide you through this important life transition.

In this Get Ready For The Future Show highlight, Scott and Tim dive into this question:

❓ ""I'm 60 and feel retirement knocking on my door. I've been working in a labor-intensive job for years now, and I'm worried that I won't make it once I'm done working. What's the best strategy for transitioning from my current career to full retirement?"

πŸ’‘ Our advisors emphasize that retirement is not just about stopping work, but transitioning to a purposeful next phase of life. They highlight key considerations: understanding your psychological readiness, finding meaningful activities, and creating a financial plan that supports your lifestyle. With the average worker retiring earlier than expected (often around 62), Donna should consider partial retirement, exploring part-time work or volunteer opportunities, and develop a strategy that addresses both her financial needs and personal fulfillment.

πŸ“ž Want personalized financial guidance? Contact GenWealth Financial Advisors:
- Call: 866-653-PLAN
- Email: info@getreadyforthefuture.com

#FinancialIndependence #FinancialAdvisor #FinancialAdvice #Investing #Investments #InvestingStrategies #InvestmentStrategy #Money #MoneyTips #FinancialPlan #FinancePodcast #Retirement #RetirementPlanning

Are you approaching retirement and worried about making the transition?🫣

Join financial advisors Scott Inman and Tim Key as they discuss critical strategies for moving from a demanding career to a fulfilling retirement. Learn about the psychological and financial considerations, including how to plan your time, manage income needs, and maintain purpose after leaving full-time work. Insights drawn from Employee Benefit Research Institute data and real-world experience help guide you through this important life transition.

In this Get Ready For The Future Show highlight, Scott and Tim dive into this question:

❓ ""I'm 60 and feel retirement knocking on my door. I've been working in a labor-intensive job for years now, and I'm worried that I won't make it once I'm done working. What's the best strategy for transitioning from my current career to full retirement?"

πŸ’‘ Our advisors emphasize that retirement is not just about stopping work, but transitioning to a purposeful next phase of life. They highlight key considerations: understanding your psychological readiness, finding meaningful activities, and creating a financial plan that supports your lifestyle. With the average worker retiring earlier than expected (often around 62), Donna should consider partial retirement, exploring part-time work or volunteer opportunities, and develop a strategy that addresses both her financial needs and personal fulfillment.

πŸ“ž Want personalized financial guidance? Contact GenWealth Financial Advisors:
– Call: 866-653-PLAN
– Email: info@getreadyforthefuture.com

#FinancialIndependence #FinancialAdvisor #FinancialAdvice #Investing #Investments #InvestingStrategies #InvestmentStrategy #Money #MoneyTips #FinancialPlan #FinancePodcast #Retirement #RetirementPlanning

YouTube Video UExzZlYxeWFSQVV1NGVfRXdDc09LLUtGMThJWlRYSmFDOC5ENDc4RDE2ODFDREYyQUUw

Tue December 17th

πŸ€‘ Inherited $350,000 BUT Don't Know How to Split It? Family Money Dilemma SOLVED!

In this eye-opening segment, financial advisors John Shrewsbury and Teresa Arrigo tackle a deeply personal challenge: how to fairly distribute a substantial inheritance between children with different financial needs.

Key Insights You'll Learn:

- Navigating complex family dynamics when dividing inheritance
- Smart strategies for supporting children with varying financial situations
- Critical considerations before distributing inherited wealth
- Legal and tax implications of inheritance distribution
- When and how to use trusts to protect family assets

In this Get Ready For The Future Show highlight, John and Teresa dive into this question:

❓ ""I recently inherited about $350,000. I'm at a place in life that I don't really need much, and I'm on track for retirement, so I want to pass a majority of this money down to my kids. They're at different points of life, though, and I don't know whether to split it equally or not. One has debts to pay off while the other has a wife and kids and is preparing for retirement. What are your thoughts about how I should divvy up the money?"

πŸ’‘ Our advisors provide nuanced advice about distributing $350,000 to two children with different financial situations. The hosts emphasize the personal nature of such decisions and recommend careful consideration of factors like existing debt, family needs, and tax implications. They suggest potential strategies such as using trusts to protect assets and provide guidance on managing inherited funds. Throughout the discussion, they advocate for forward-looking tax planning and the importance of consulting financial professionals.

Whether you're planning to pass down wealth or have recently inherited money, this expert advice will help you make informed, compassionate decisions that support your family's long-term financial health.

πŸ“ž Want personalized financial guidance? Contact GenWealth Financial Advisors:
- Call: 866-653-PLAN
- Email: info@getreadyforthefuture.com

#FinancialIndependence #FinancialAdvisor #FinancialAdvice #Investing #Investments #InvestingStrategies #InvestmentStrategy #Money #MoneyTips #FinancialPlan #FinancePodcast #Retirement #RetirementPlanning #Taxes #taxcutsandjobsact

πŸ€‘ Inherited $350,000 BUT Don't Know How to Split It? Family Money Dilemma SOLVED!

In this eye-opening segment, financial advisors John Shrewsbury and Teresa Arrigo tackle a deeply personal challenge: how to fairly distribute a substantial inheritance between children with different financial needs.

Key Insights You'll Learn:

– Navigating complex family dynamics when dividing inheritance
– Smart strategies for supporting children with varying financial situations
– Critical considerations before distributing inherited wealth
– Legal and tax implications of inheritance distribution
– When and how to use trusts to protect family assets

In this Get Ready For The Future Show highlight, John and Teresa dive into this question:

❓ ""I recently inherited about $350,000. I'm at a place in life that I don't really need much, and I'm on track for retirement, so I want to pass a majority of this money down to my kids. They're at different points of life, though, and I don't know whether to split it equally or not. One has debts to pay off while the other has a wife and kids and is preparing for retirement. What are your thoughts about how I should divvy up the money?"

πŸ’‘ Our advisors provide nuanced advice about distributing $350,000 to two children with different financial situations. The hosts emphasize the personal nature of such decisions and recommend careful consideration of factors like existing debt, family needs, and tax implications. They suggest potential strategies such as using trusts to protect assets and provide guidance on managing inherited funds. Throughout the discussion, they advocate for forward-looking tax planning and the importance of consulting financial professionals.

Whether you're planning to pass down wealth or have recently inherited money, this expert advice will help you make informed, compassionate decisions that support your family's long-term financial health.

πŸ“ž Want personalized financial guidance? Contact GenWealth Financial Advisors:
– Call: 866-653-PLAN
– Email: info@getreadyforthefuture.com

#FinancialIndependence #FinancialAdvisor #FinancialAdvice #Investing #Investments #InvestingStrategies #InvestmentStrategy #Money #MoneyTips #FinancialPlan #FinancePodcast #Retirement #RetirementPlanning #Taxes #taxcutsandjobsact

YouTube Video UExzZlYxeWFSQVV1NGVfRXdDc09LLUtGMThJWlRYSmFDOC4xMDNGNzQzRDY3MkUwODNC

Thu December 19th

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