Ep 11: The Retirement Jigsaw Puzzle

02/16/23 • 15 min

Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill

Retirement planning is very much like putting together a jigsaw puzzle and figuring out how to make every piece fit together.

When you put together a comprehensive plan, there are so many different items that you need to review and prepare for, and that’s not easy to do. It’s important that you work with a professional that is a retirement planner that can help you see the full picture and piece it all together.

In this episode, Toni and Tad will explain our process and how we help put together the retirement jigsaw puzzle for our clients.

Here’s some of what you’ll learn in this episode:

· First thing you have to do is look at the big picture. (0:23)

· You need to be working with someone that can look at every piece to help you put it all together. (2:14)

· We meet so many people that have many unresolved issues. (8:10)

· Organizing the pieces to make it easier to find what you need. (12:28)

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio

Retirement planning is very much like putting together a jigsaw puzzle and figuring out how to make every piece fit together.

In this episode, Toni and Tad will explain our process and how we help put together the retirement jigsaw puzzle for our clients.

Here’s some of what you’ll learn in this episode:

· First thing you have to do is look at the big picture. (0:23)

· You need to be working with someone that can look at every piece to help you put it all together. (2:14)

· We meet so many people that have many unresolved issues. (8:10)

· Organizing the pieces to make it easier to find what you need. (12:28)

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio

Previous Episode

Ep 10: Retirement Planning Basics

Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

We come across people all the time that have a drive to get educated when it comes to financial planning but it’s important to be aware of where you’re getting that information. Reading books or searching for information is great, but how applicable is that research to your financial plan?

In this episode, Toni and Tad will highlight some basic planning topics that can easily be misunderstood unless you have a thorough grasp of the financial world. Sometimes it’s best to get back to the basics and that’s the goal today.

If you ever have questions about your investments or your plan, reach out to a financial professional to get more clarity. It’s always essential that you understand everything about your portfolio.

Here’s some of what you’ll learn in this episode:

· The importance of education for our clients. (0:23)

· Discussions we’ve had with clients about Roth conversions. (1:47)

· Not all people in financial services focus on retirement planning. (6:28)

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio

Next Episode

Ep 12: Empowering Birmingham – How Christian Service Mission Serves The Community with Tracy Hipps

Neither Freedom Financial Group nor AEWM are affiliated with Tracy Hipps or the Christian Services Mission.

On this episode of Retire With Freedom with Tad & Toni Hill, we take a break from financial talk and get to meet one of the key members of the Birmingham community. We have the pleasure of speaking with Tracy Hipps, the executive director of Christian Service Mission (CSM), an organization dedicated to serving others through various partnerships to connect resources with needs in the community. Tracy shares his inspiring journey of how he got involved with CSM and how he led the organization through difficult times to the robust role it now plays in Birmingham and beyond.

Tracy highlights the crucial role partnerships play in achieving their objectives and how they empower communities to become self-sufficient. For retirees looking to give back to society, Tracy offers valuable insights into how they can get involved with volunteering and make a meaningful difference in people's lives. Whether it's through skills-based volunteering or providing financial support, there are many ways to contribute.

Tune in as we delve deeper into Tracy's experiences, the impact of CSM's work on the community, and how you can get involved.

Here’s some of what you’ll learn in this episode:

How Tracy got involved with CSM and got the program back on track to serving the community. (1:25)
Tracy lays out the mission and focus of CSM and how their important partnerships play a role. (2:40)
Ways for retirees to get involved with volunteering. (6:30)
How to touch base with Tracy and CSM. (9:14)

About Tracy Hipps:

Tracy Hipps joined the Christian Service Mission as Executive Director in 2010. Tracy is a leader in community development and has spent more than 30 years “serving the least of these” in Chicago and Birmingham. Previously, Tracy was the Community Facilitator for Mission Birmingham and he has also served as a Youth Pastor for The Center for Urban Missions and The New City Church. Tracy is a graduate of Southeastern Bible College and holds a Master’s degree in Art in Ministry from Grace Seminary. Tracy is a member of Shades Mountain Baptist Church.

Learn More About Christian Service Mission On Their Website:

https://csmission.org/

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio