Skeptical? Not ready to move forward? I get it.
If you do not want to schedule a meeting... you choose to procrastinate. Again, I get it.
However if you want more info feel free to purchase my books on Amazon or gain free access to the books and the Digital Retirement toolkit (in exchange for your email)
Referenced in the Podcast
Important-Numbers-2022 (2) (pdf)
DownloadImportant-Numbers-2023 (3) (pdf)
DownloadWhat-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-Before-I-Retire-2023 (pdf)
DownloadImportant-Milestones-2023 (pdf)
DownloadImportant-Dates-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2023 (pdf)
DownloadWhat-Documents-Do-I-Need-To-Keep-On-File-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-When-Buying-A-Home-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-When-Purchasing-Long-Term-Care-Insurance-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-For-My-Aging-Parents-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-If-My-Spouse-Has-Been-Diagnosed-With-A-Terminal-Illness-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2023 (pdf)
DownloadWhat-Accounts-Should-I-Consider-If-I-Want-To-Save-More-2023 (pdf)
DownloadWhat-Issues-Should-I-Consider-During-My-Divorce-2023 (pdf)
DownloadShould-I-Pay-Off-My-Mortgage-2023 (pdf)
DownloadAm-I-Eligible-For-An-IDR-Plan-For-My-Federal-Student-Loans-2023 (pdf)
DownloadWill-Healthcare-Change-As-I-Transition-Into-Retirement-2023 (pdf)
DownloadShould-I-Change-My-Medicare-Coverage-During-Open-Enrollment-2023 (pdf)
DownloadIf-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2023 (pdf)
DownloadAm-I-Eligible-For-Social-Security-Benefits-As-A-Surviving-Spouse-2023 (pdf)
DownloadWill-A-Distribution-From-My-Roth-IRA-Be-Tax-And-Penalty-Free-2023 (pdf)
DownloadWhat-Will-Have-The-Least-Tax-Impact-Harvesting-Capital-Gains-Or-Roth-Conversions-2023 (pdf)
DownloadShould-I-Establish-A-SEP-IRA-Or-A-SIMPLE-IRA-Plan-For-My-Small-Business-2023 (pdf)
DownloadCan-I-Make-A-Backdoor-Roth-IRA-Contribution-2023 (pdf)
DownloadCan-I-Make-A-Deductible-IRA-Contribution-2023 (pdf)
DownloadCan-I-Make-A-Mega-Backdoor-Roth-Contribution-2023 (pdf)
DownloadWill-I-Avoid-Medicare-Enrollment-Penalties-2023 (pdf)
DownloadCan-I-Contribute-To-My-Roth-IRA-2023 (pdf)
DownloadCan-I-Make-A-Deductible-Contribution-To-My-HSA-2023 (pdf)
DownloadTaxes In Retirement Educational
Retirement Wealth Guidance LLC may transact business only in states in which it is registered.
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Retirement Wealth Guidance LLC or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.
All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto.
Website by Jose V. Sanchez, CFP®
© 2023 josevsanchez - All Rights Reserved.
If you've ever had to watch a loved one lose their grip on cherished independence, you may be worried about what will happen to you when that time comes.
This Free Guide Will Teach You:
Sign up now and get a BONUS 20-Minute Strategy Call with me.