Month: April 2017

Episode #005: Putting A Retirement Income Plan Together with Bob Lindquist

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Bob Lindquist, owner and operator of Safe Retirement Strategies, located in Overland Park, Kansas. Bob Lindquist has discussed the three-legged stool of retirement income planning: Social Security, Pension or 401(k), and personal savings. Now learn how to put a plan into place: The beginning is understanding where all these monies are coming from. The next step is evaluating your options and analyzing your projected retirement income needs. This strategy is the result of a lot of questions and a lot of conversation. Not every strategy may not...

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Episode #004: Pensions, Payouts & 401(k)s with Bob Lindquist

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Bob Lindquist, owner and operator of Safe Retirement Strategies, located in Overland Park, Kansas. Part of the three-legged stool of retirement income planning is a pension income, or other employer-sponsored retirement income plan. Pensions are becoming fewer and fewer, so employers are opting into defined contribution plans, or 401(k) plans. What this means is instead of the employee that used to be taken care of by the employer with a pension, that employee shoulders the responsibility for his own retirement income strategy. The third leg are your...

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