GoDialRetire, a retirement planning firm in Austin, TX, announces its new workshop schedule for individuals looking to maximize the returns on their retirement savings using non-traditional strategies.
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Hosted by wealth and retirement coaches Charlie Dial and Cort Dial, the new retirement education workshops are designed to help individuals optimize their savings and ensure financial security and stability throughout their retirement years. Held at Concordia University, Texas, the workshops provide insights into retirement planning in the modern age, including investment strategies and tax-efficient withdrawal plans.
More details about the workshop can be found at https://www.godialretire.com/
Participants receive personalized one-on-one coaching emphasizing the three retirement phases: accumulation of assets, preservation of wealth, and proper distribution of assets. The strategy includes taking advantage of tax-efficient withdrawal strategies and optimizing Social Security benefits.
Additional coaching is also available to help participants clearly state their retirement goals, current risk tolerance for investments, and their projected time horizon. By understanding these three aspects, they can confidently tackle modern retirement planning, which GoDialRetire says is far removed from the retirement scenarios faced by previous generations.
The company also provides access to planning tools such as retirement income calculators, investment risk assessments, and comprehensive financial planning software.
“Unlike many firms that offer generic advice, GoDialRetire prioritizes education. By empowering clients with knowledge, we help retirees to make confident, informed decisions about their financial future,” says Founder and CEO, Cort Dial. “We adopt a holistic approach to retirement planning. This means looking beyond just financial aspects and considering factors like health care, lifestyle goals, and estate planning to create a comprehensive retirement strategy.”
The company's approach includes teaching clients about various tax-efficient withdrawal plans. Charlie and Cort Dial draw on their extensive experience as wealth coaches to offer a range of tax-efficient withdrawal and retirement planning strategies. Their non-traditional approach aims to “future-proof your after-work years” by minimizing tax liabilities and maximizing the amount of money retained from savings.
Interested parties can find more information by visiting https://www.godialretire.com/
Contact Info:
Name: Cort Dial
Email: Send Email
Organization: GoDialRetire
Address: 1936 Kempwood Loop, Round Rock, Texas 78665, United States
Phone: +1-512-739-6569
Website: https://www.godialretire.com/
Source: NewsNetwork
Release ID: 89144546
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