Pension + Social Security: Why That’s Not a Complete Retirement Plan

Описание: “Retirement planning? I’ve got a pension and Social Security—what else do I need?”

🚫 The myth: believing that’s enough.
✅ The reality: taxes, inflation, healthcare, and unexpected events can derail even the best-prepared retirees.

This episode of Texas Wealth Report explores holistic planning, which considers the entire picture—income strategies, Social Security options, tax forecasts, and risk management—so your retirement lasts.

Don’t wait until life forces your hand. 📲 Click the link below to get your complimentary Texas Wealth Report and discover the gaps you might not know about.


TIMESTAMPS

00:00 – Intro
01:01 – What Does it Mean to Be a Holistic Fiduciary Advisor?
03:07 – A Portfolio is Not a Plan
07:26 – When Should Retirement Planning Start?
12:44 – Taxes Need to Be Considered in the Plan
17:40 – Strategies to Mitigate Taxes
23:05 – Retirement Planning Starts with Getting to Know You
27:26 – Outro

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📅📅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to ask the team at Impact! Partners Financial?
Request a visit here: 👇🏻
https://impactpartnersfinancial.com/15-min...

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DISCLOSURE:

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.