Скачать или смотреть The WorryFree Retirement® 578: A Stroll down Memory Lane with Connie and Heather!

Planning for retirement after age 55 is a critical step, and this video provides the guidance you need to make informed decisions. Are you confident in your retirement strategy? Do you have a plan for your 401k, annuities, and social security benefits? At Tony Walker Financial, we specialize in helping individuals reduce financial stress and achieve a secure retirement.

In this episode, Tony is joined by retired team member Connie Forney and client Roy Ice to share valuable insights on retirement planning and saving strategies. You'll learn how to avoid common mistakes, such as overlooking income taxes, misunderstanding the 4% rule, or mismanaging your investments. Get a GamePlan from Tony Walker Financial—available to those in Kentucky, Indiana, and beyond—and discover how to maximize your pension, 401k, or annuities.

With the right advice, you can bypass costly errors and enjoy the flexibility and peace of mind you deserve. Watch this video to take control of your financial future today. Remember, the sooner you start planning, the better prepared you'll be for whatever comes your way. Your secure retirement journey begins now!

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CHAPTERS:
00:00 - Welcome Connie Fortney
01:48 - Connie's Journey with Tony
06:25 - Connie's Retirement Insights
09:54 - Client Spotlight: Roy Ice
14:42 - Special Guest: Heather Schreiber
22:50 - Connie's Retirement Activities
24:18 - Heather's Recent Endeavors
26:04 - Life Lessons from Connie's Experience
27:55 - Closing Remarks
28:04 - Contact Tony
28:20 - See You Next Week