Maximize Retirement Income

The Financial Checkup

The Financial Checkup
Maximize Retirement Income
Dec 13, 2022 Season 1 Episode 20
OMA Insurance

Episode 20 of the Financial Checkup podcast explains how getting a second opinion on your investments can help you unlock more retirement wealth. This episode features special guests, Yash Khubchandani, an Advantages Retirement Plan™ Specialist and Alex Mazer, co-CEO of Common Wealth Retirement - plan administrator of the Advantages Retirement Plan™.
Episode Artwork Maximize Retirement Income 25:37 Episode Artwork Learning to build foundational savings earlier in your career 20:12 Episode Artwork Preparing for Retirement Featuring Dr. Rose Zacharias 10:27 Episode Artwork Unpacking responsible, sustainable investing 13:52 Episode Artwork Optimize retirement savings with target date funds 9:05 Episode Artwork Understanding market downturns with BlackRock 14:27 Episode Artwork Part Two: Get your retirement plan on track 11:05 Episode Artwork Part One: Get your retirement plan on track 17:15 Episode Artwork Retirement and Tax Planning 59:29 Episode Artwork Preparing for Retirement Featuring Dr. Samantha Hill 18:58 Episode Artwork Preparing for Retirement Featuring Dr. Sohail Gandhi 25:13 Episode Artwork Preparing for Retirement Featuring Dr. Adam Kassam 24:05 Episode Artwork Preparing for Retirement Featuring Dr. Audrey Karlinsky 23:25 Episode Artwork Growing your savings with BlackRock Target Date Funds 31:44