Hosted by Chad Taake, CFPĀ®
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Chad Taake, CFPĀ® 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, CFPĀ® 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 Rexās wife, have worked together ever since.As he prepared for retirement, Rex found the Stone House Future You Analysis process āhelped a lot.ā He said in the interview, āYou 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.āWe, at Stone House, are honored to get to work with Rex and his family throughout his retirement and we canāt wait to see pictures from Rexās 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.
How to Avoid Costly Mistakes
- Tax strategies that can save you thousands,
- Build flexibility in your distributions so you don't get hit with penalties.
- Learn the most likely things to kill your retirement and how to avoid them.
- Know why health care is such an important (and often overlooked) cost to consider in your plan.
Frequently Asked Questions
Is this a sales seminar?
No, this is an educational workshop designed for P&G employees and retirees.
Why should I attend?
Whether your retirement is years or days away, you can benefit from this information. Our team has a great deal of experience working with the company’s retirement plan.
Does this event cost anything?
No, it does not. This event is a FREE workshop that is designed for educational purposes.
Disclosure: Stone House utilizes paid client and non-client endorsers to support this event. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement.
CREATE A
Worry-Free Retirement Plan
Learn how at an upcoming live seminar, hosted by Stone House.