Tag: Retirement

FEATURE
Measuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)

Measuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)

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Your health and longevity play a crucial role when it comes to your financial future, especially when it comes to retirement planning. 

Get ready to explore the fascinating world of longevity risk and why it’s becoming an increasingly important topic for people of all ages in this episode of The Millionaire Next Door.

This week, Robert Curtiss is joined by fellow team member and wealth coordinator at SEIA, Julia Fahlen, to unpack the ins and outs of the firm’s Wealth GPS and its role in measuring their clients’ longevity risk to ensure they don’t run out of money in retirement.

Rob and Julia discuss:

  • Ways SEIA Wealth GPS provides a holistic approach to evaluating their clients’ financial picture
  • The firm’s cash flow modeling system and reasons it’s a critical component when it comes to financial planning 
  • Tips for handling finances (and spending) going into and in retirement
  • The value of being mindful of your finances 
  • And more!

Resources:

Connect with Julia Fahlen:

Connect with Robert Curtiss:

About Our Guest:

Julia Fahlen, CPA, is a Wealth Coordinator in SEIA’s Pasadena office. She assists with gathering information needed to create client profiles for financial reports and plans.

Previously, Julia worked at Deloitte Tax LLP in the National Federal Tax Services group, assisting companies deduct transaction costs.

FEATURE
The 2022 Retirement Plan (Ep.10)

The 2022 Retirement Plan (Ep.10)

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Our approach to saving for retirement and investing our money differs from the past.

In this episode, Robert Curtiss dives into retirement and social security, revealing how current events impact where investments lie and individual priorities when it comes to savings. 

Robert unveils the different types of retirement accounts, the ways each is influenced by the money we put in, and the importance of working alongside a support team that will help build an optimal retirement plan.

Rob discusses:

  • How the current turmoil and geopolitical upheaval influences the market
  • Reasons why investments are shifting towards defense stocks
  • The importance of balancing retirement funds with tax planning
  • How inflation impacts social security and investment planning for retirement
  • And more!

Resources:

Connect with Robert Curtiss:

 

FEATURE
Stepping Into The New Year With Meaningful Conversations (Ep. 7)

Stepping Into The New Year With Meaningful Conversations (Ep. 7)

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As we look back to the past year, the knowledge gained from past experiences allows us to move forwards as we enter 2022.

In this episode, Robert Curtiss shares the discussions he had over the past year and what his company is looking forward to in the new year. He recounts personal stories throughout the year and what advisors and clients should consider as they move forward with their retirement and financial plans.

Robert discusses:

  • The value of meaningful conversations and advisor-client relationships
  • His 2022 company goals
  • How entitlement impacts wealth planning
  • The importance of including the entire family when planning financially
  • And more!

Resources:

Connect with Robert Curtiss:

 

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