RichLife Retirement Show with Beau Henderson

Beau Henderson is a retirement planning specialist, a USA Today and Wall Street Journal best-selling author, and the founder and visionary of RichLife Advisors. He has helped more than 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled, meaningful retirement with purpose. Through his innovative RichLife Retirement Success Strategy™, Beau and his team at RichLife Advisors help families across the United States approaching retirement to properly address the five components a successful retirement.

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RichLife Retirement Show with Beau Henderson

Beyond “One Size Fits All” - Why Financial Guru Advice Falls Short for Retirees EP 015

December 16, 2024 • The RichLife Retirement Show with Beau Henderson

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗿𝗲𝗹𝘆𝗶𝗻𝗴 𝗼𝗻 𝗽𝗼𝗽𝘂𝗹𝗮𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗴𝘂𝗿𝘂𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴? You might be missing critical pieces of the puzzle that could substantially impact your retirement planning and income.

During today's eye-opening episode of The RichLife Retirement Show, best-selling author David McKnight reveals why generic financial advice may not be serving your best interests:

🍃 Discover why "one-size-fits-all" retirement strategies often fall short

🍃 Learn how personalized planning can help address your unique retirement needs

🍃 Understand why context matters when making retirement decisions

🍃 Explore how tax planning considerations vary for different situations

🍃 Get insights on developing a retirement strategy tailored to your goals

David shares practical examples of how generic advice about Roth conversions, tax brackets, and retirement timing may not align with your specific situation.

He explains why working with an advisor who can provide personalized guidance could help you develop more confidence in your retirement strategy.

Don’t leave your retirement to chance. Start with a comprehensive RichLife Retirement Review to assess your current situation and identify opportunities for improvement.

Text RRR to 877-731-7424 to schedule your complimentary review and ensure your retirement strategy is working as hard as you are.

Visit Amazon to pick up your copy of David’s book - The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track

To learn more, visit www.RichLifeAdvisors.com

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Disclosure:
Beau Henderson is an investment advisor representative with Fiduciary Capital, Inc., a registered investment advisor. Opinions expressed are for educational purposes only and do not constitute specific individual advice. RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

Beau Henderson and RichLife Advisors are not associated with or endorsed by Medicare, the Social Security Administration, or any other government agency. Maximizing your Social Security benefits assumes foreknowledge of your date of death. Claiming later for a higher benefit may result in fewer benefits if you pass away earlier than expected. Investing in securities involves risk, including potential loss.