Ambassador Wealth Management Power Hour

Esa Jokela and Jackie Selby discuss moving from an account balance to an income plan built around the bills you need to pay. They consider dependable income, risk and taxes as parts of a personal retirement roadmap.Call 888-919-9311 for a no-cost, no-obligation financial review. Ambassador Wealth Management Power Hour.This program provides general information, not individualized investment, tax or legal advice. Consult qualified professionals about your situation. Fixed insurance and annuity guarantees are subject to the issuing company’s claims-paying ability.See omnystudio.com/listener for privacy information.

Retirement planning goes beyond the balance in your accounts. Esa Jokela and Jackie Selby discuss reviewing beneficiary designations alongside estate documents, comparing fixed annuity options, and connecting income needs, investment risk and taxes in a personal retirement plan.For a no-cost, no-obligation financial review, call 888-919-9311 or visit Ambassador Wealth Management.This program provides general information, not individualized investment, tax or legal advice. Consult qualified professionals about your situation. Fixed insurance and annuity guarantees are subject to the issuing company’s claims-paying ability.See omnystudio.com/listener for privacy information.

In this episode, Esa Jokela from Ambassador Wealth Management discusses retirement planning, the nuances of the 4% rule, income strategies, and tax-efficient Roth conversions to help listeners secure their financial future.  Call Esa and get together to discuss your financial needs leading up to retirement at 888-919-9311 or click here.See omnystudio.com/listener for privacy information.

In this episode, financial expert Esa Yokela discusses how early retirement impacts financial planning, the importance of sequence of return risk, and strategies for optimizing social security and tax planning to ensure a secure and fulfilling retirement.  Call Esa for a no-obligation sit-down at 888-919-9311.  See omnystudio.com/listener for privacy information.

In this episode, Esa Jokela from Ambassador Wealth discusses the rising costs of long-term care, the importance of proper planning, and how insurance can help mitigate financial risks associated with aging and health care needs.  Call for a free sit-down!  888-919-9311.See omnystudio.com/listener for privacy information.