Ashley opens with a discussion on your risk in retirement and a good approach which balances safety with growth. She also addresses longevity of today’s retirement and building a plan which includes dependable income sources and factors inflation.

Reach the Texas Money Mavericks at 800-971-4549.

See omnystudio.com/listener for privacy information.

Ashley Patterson from Texas Money Mavericks discusses the critical aspects of turning retirement savings into sustainable income. Topics include withdrawal sequencing, diversification, Social Security strategies, and the importance of personalized retirement planning.

Reach the Texas Money Mavericks at 800-971-4549.

See omnystudio.com/listener for privacy information.

In this episode of Texas Money Mavericks, Ashley Patterson discusses the role of cash in retirement planning, the risks of over-reliance on cash, and strategies to balance safety with growth. Learn how to protect your retirement assets from inflation, market volatility, and emotional decision-making.

Reach the Texas Money Mavericks at 800-971-4549.

See omnystudio.com/listener for privacy information.

Ashley covers the biggest risks of retirement and how to plan ahead for them. They include taxes, sequence of returns risk, healthcare, and longevity risk. She also covers the right approach to making that shift from saving money to distributing it and making sure we don’t let our emotions trip us up in our financial journey.

Reach the Texas Money Mavericks at 800-971-4549.

See omnystudio.com/listener for privacy information.

Ashley Patterson from Texas Money Mavericks busts common retirement myths, discusses Social Security strategies, investment approaches, and income planning to help listeners secure their financial future.

Reach the Texas Money Mavericks at 800-971-4549.

See omnystudio.com/listener for privacy information.

Ashley Patterson explains the difference between a financial planner and a holistic retirement planner. She explains the components of a true retirement plan that must be implemented including income, tax strategies, and protective components especially in the area of healthcare. Ashley also talks about annuities. She discusses the different types of annuities and how the right one could be a beneficial tool for you in your retirement plan.

Reach the Texas Money Mavericks at 800-971-3319.

See omnystudio.com/listener for privacy information.

In this conversation, Ashley Patterson discusses the evolving landscape of retirement planning, emphasizing the need for new strategies to accommodate longer life expectancies and changing financial dynamics. Key topics include the importance of viewing Social Security as an asset, the relevance of the 4% withdrawal rule, the implications of the peak 65 phenomenon, and the rising costs of healthcare in retirement. The discussion also highlights the necessity of comprehensive financial reviews to ensure a robust retirement plan that addresses market volatility and long-term care needs.

Reach the Texas Money Mavericks at 800-971-4549.

See omnystudio.com/listener for privacy information.

In this episode of Texas Money Mavericks, Ashley Patterson discusses essential strategies for retirement planning, using football metaphors to illustrate key concepts. She covers the importance of establishing a financial starting point, navigating the financial red zone, and the need for both offensive and defensive strategies in retirement. The conversation also delves into creating a comprehensive retirement playbook, the significance of estate planning, and the critical components of an estate plan. Additionally, she addresses the importance of beneficiary designations, reviewing financial habits, building an emergency fund, and tax strategies for retirement. The episode concludes with answers to listener questions about income planning and managing unexpected inheritances.

Reach the Texas Money Mavericks at 800-971-4549.

See omnystudio.com/listener for privacy information.