What a CFP® Professional learns — about retirement strategies, including 401(k)s and IRAs.
Episode 94: CFP Education: Retirement
July 17, 2024
|
30 Minutes
Episode Summary
🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊
We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money. 💵
For business owners, we explore retirement plan selection based on company objectives and employee benefits. 👥 Lastly, we touch on Social Security and its future implications. 🔍
About Childfree Life by Design:
Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.
Connect with Us:
Ready to design your ideal Childfree life? Connect with our financial planning team at Childfreewealth.com or learn more about estate planning at Childfreetrust.com
Join the conversation on social media:
Instagram: https://www.instagram.com/Childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/Childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational and entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast…
Sorry, no transcript is available for this episode, but all episodes from 2026 on will feature full transcripts for accessibility.



