Hosted by Chad Taake, CFP®
Chad Taake, CFP® joined Stone House Investment Management, LLC as an Investment Advisor Representative in 2018. Thanks to his work ethic, he continues to work for Procter & Gamble as well.
At P&G, he has had roles doing Material Development, Operations, Engineering, & Initiative Management. Chad’s passion for investments started as a child, investing with his father.
In college, he continued his financial learning earning a Masters in Engineering Management at the University of Missouri Rolla. When not working, Chad is often at one of the city parks with his 2 kids.
Hear From a P&G Retiree and Chad's Client, Rex Jones
Listen in to hear Rex Jones recount his experience of working with Chad Taake, CFP® to plan for his retirement and then transition into retirement from P&G in Cape Girardeau, Missouri.Rex first met Chad at a retirement income planning seminar that Chad hosted in Cape Girardeau and the two, along with Rex’s wife, have worked together ever since.As he prepared for retirement, Rex found the Stone House Future You Analysis process “helped a lot.” He said in the interview, “You might have it in your mind what you think is going to happen, but when you actually put it on paper and see how things are going to work out in the long run, that helps out a lot.”We, at Stone House, are honored to get to work with Rex and his family throughout his retirement and we can’t wait to see pictures from Rex’s upcoming Alaska trip!
Regulatory Disclosure: Unpaid Client Testimonial.
Here's What to Expect When Working With Stone House
How We Test Your Plan
- Understand how to design a solid plan based on your assets, incomes, expenses, and social security.
- Create different versions of how you might live in retirement.
- Test your plan against many different market environments.
- Choose the version of your retirement that fits your needs and has the highest probability of success.
Retirement Income Planning
- Understand our Profit Sharing Trust (PST) and Savings Plan (SP).
- Avoiding the tax penalty for early and late distributions.
- The potential impact of Required Minimum Distributions (RMD)
- Preserve retirement accounts for your spouse and beneficiaries and protect it from inflation.