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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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In this episode, Jon DeFeo discusses the common financial missteps individuals make and how to recover from them. He emphasizes the importance of recognizing mistakes, learning from them, and not letting emotions dictate financial decisions. The conversation covers various strategies for building reliable income in retirement, including Social Security, annuities, and the bucketing strategy for asset management.
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Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,
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Chapters
1. Unlocking the Secrets to a Successful Retirement (00:00:00)
2. TEASE AFTER SOUND EFFECT (00:00:02)
101 episodes
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