Eric Taylor’s Post

A common question we get is how do I get started? The first step is don't procrastinate! You have to take action and if you want to take action and you want to learn how to create a sound retirement system, call us.

Nan Ives and I had the pleasure of joining Jeff Perry and Russ Ball on Something More with Chris Boyd. 🎙️ Something More is a Financial Talk Show that goes beyond dollars and cents. The program dives into the quality-of-life issues that make the money matter, offering insights on investment and planning while also featuring engaging guest interviews. We shared our experiences helping clients navigate the opportunities and challenges of stepping away from full-time careers—to align life goals with purpose. Our discussion focused on the life planning aspect of retirement planning which is often missed, but highly relevant as you plan your finances. In this episode, we explored: 💡 How to Rebalance Your Life 🌱 Ways to Connect to Your Purpose 🔄 The concept of “ReTRYment” 🚀 Strategies to Launch Your Life Plan If you’re thinking about what’s next in your journey or guiding others through theirs, this conversation is for you! 🎧 https://lnkd.in/exBPHW8Z #Retirement #LifePlanning #PurposeDriven J. Christopher Boyd

Pensions #actuaries: Do you ever wonder what goes on at the IFoA Pensions Board? Summaries of our meetings are available in the Digital Communities, and my blog on the most recent one in March can be found here: https://lnkd.in/ejk8qGJf

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I sat down with Forbes for a Podcast interview with Joe Pardavila about my over 25 years in the world of retirement, financial, and senior issues. We had a great conversation about what retirement means today and what Retirement Genius has been doing to educate the marketplace about how to build and live a well-balanced retirement and Retire Like a Genius!

Most personal pensions set a minimum age at which you can start withdrawing money, typically not before age 55. Some pension benefits can be taken tax-free. Generally, you can withdraw 25% of your pension pot as a tax-free lump sum, with a maximum of £268,275. If you have protected allowances, the amount you can take tax-free, as well as your overall tax-free limit, may be higher. #PensionFunds #PensionWithdrawals

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As a business owner, you understand the importance of helping your employees transition smoothly into retirement. The Austin Passion Test is here to support your team by uncovering their genuine passions and guiding them toward a fulfilling next chapter. What benefits can you expect from incorporating The Passion Test into your retirement planning? This program helps individuals unearth their true passions, providing clarity, direction, and valuable insights into what truly brings them joy and purpose. The Passion Test is more than just a standard assessment; it's a profound exploration designed to help your employees discover new avenues for fulfillment in retirement. By offering this opportunity, you ensure that they embark on their new journey with a clear sense of purpose and excitement. To hear more about the Austin Passion Test from Certified Instructor, Peter Langlois himself, click the link listed below or send a direct email to: contact@austinpassiontest.com. |▶| : https://lnkd.in/g8TcS27W We look forward to assisting you and your team in this journey. #retirementplanning #employeewellbeing #employeeappreciation #businessleadership #retirementsupport #retirementjourney

Most personal pensions set a minimum age at which you can start withdrawing money, typically not before age 55. Some pension benefits can be taken tax-free. Generally, you can withdraw 25% of your pension pot as a tax-free lump sum, with a maximum of £268,275. If you have protected allowances, the amount you can take tax-free, as well as your overall tax-free limit, may be higher. #PensionFunds #PensionWithdrawals

Most personal pensions set a minimum age at which you can start withdrawing money, typically not before age 55. Some pension benefits can be taken tax-free. Generally, you can withdraw 25% of your pension pot as a tax-free lump sum, with a maximum of £268,275. If you have protected allowances, the amount you can take tax-free, as well as your overall tax-free limit, may be higher. #PensionFunds #PensionWithdrawals