Hosted by Your Local Retirement Income Planning Expert
From Stone House Retirement Income Planners
Mike Cravath, WMS
Advisor
Watch the video to hear more from Mike in a recent episode of our weekly video podcast, Blue Collar Wealth Presented by Stone HouseĀ®.
In this episode, join Bob Brown, CFPĀ®, Kirk Lunger, and Mike Cravath as they discuss the four major factors to consider when youāre suffering from burnout and just want to be done working your full-time job. We, at Stone House, work with a great number of P&G retirees, so this episode was especially recorded for those planning to retire from P&G.
All About P&G Retirement Planning with Kirk Lunger
In this episode of Blue Collar Wealth presented by Stone HouseĀ®, join Bob Brown, CFPĀ® as he sits down with advisor and partner Kirk Lunger to discuss the ins and outs of retiring from P&G. Theyāll cover how helpful the four pillars of retirement planning are and what you may want to consider when trying to ātime the marketā as you set a retirement date.
Hear from P&G Retirees
Our Procter & Gamble Retiree Video Series shows you the wisdom of those retirees that have gone before you, the experiences they have had and the lessons they have learned.
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.