Starting the year with a clear financial plan can make a major difference as you approach retirement. In this episode, we walk through a practical 20-item financial checklist designed for individuals in or near retirement.Ben Fuchs and Alex Cal cover what to review, update, and confirm early in the year, including retirement accounts, tax planning, income strategy, investments, insurance, and estate considerations. This checklist helps reduce surprises, improve confidence, and keep your retirement plan on track.🔹 Our Philosophy:At our firm, we prioritize steady, reliable growth over high-risk, high-reward strategies. We believe in guiding our clients through a retirement plan that brings peace of mind and stability.📞 Schedule a Consultation:Ready to discuss your retirement plan? Schedule a 15-minute call with us. Click the link below to find a time that suits you.👉 Schedule Your Call Here: https://www.fuchsfinancial.com/schedule-2/🔔 Stay Updated:Don't forget to like, comment, and subscribe for more insights on financial planning and retirement strategies.📲 See us here:Website: https://fuchsfinancial.comFacebook: https://facebook.com/fuchsfinancialInstagram: https://instagram.com/fuchsfinancialLinkedin: https://www.linkedin.com/company/fuchs-financial/#fuchsfinancial #retirement

In this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal talk about year end mistakes that cost you thousands of dollars. They also dive into the different decisions that you may come up against in your year end financial planning.

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Most people don’t go broke in retirement because of bad investments, it’s because they never built a solid financial foundation to begin with.

In this episode, Ben and Alex get back to the basics of financial planning, discussing savings rates, budgeting, investing discipline, and what it really takes to avoid running out of money later in life.

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