Exercise That Does Not Feel Like Exercise. Randy and Arwen believe this portion of your retirement income should be from fixed and guaranteed investments (i.e. Maybe it’s a dream vacation for your entire family. It does the job to generate income for you during retirement.". Are you sure you want to leave this form and resume later? Most importantly, it’s also your sense of security. You have to bridge the gap between what you have coming in from guaranteed sources, such as pensions and Social Security, and your anticipated expenses during retirement. Have you been looking for a quick and early retirement with a plan that stands the test of time? “It’s up to you to have a sound plan so you can focus on the important aspects of a wonderful retirement life,” he says. This is key because many advisors will look at your account that has 30, 40, or $50,000 set aside and hound you to put that money to work for you. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. There’s also the adjustment retirees must make from working every day to suddenly having too much time on their hands. This is exactly what we’re trying to avoid. Which industry does Randy Becker work in? Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Becker Retirement Group is stated or implied. Pensions are disappearing in the private work sector. It’s to keep it, according to the Beckers. However, if you fear to go to work, detest your co-workers, or detest your supervisor, is that achievement worth the stress and hardship? In her free time, Mackenzie loves venturing out into the sunshine and the outdoors, enjoying the company of her good friends and family, and getting lost in good music and dance. Do you still have a few years left to serve at your current job, yet still wish for an early retirement? “Widows’ Voices: The Value of Financial Planning.” https://www.financialpro.org/pubs/subs/journal/docs/2016/JFSP0116_53-60.pdf. The Becker team approaches step 3 by having an appropriate blend, or mix of assets. I design forward-thinking investment strategies for high net worth families across the U.S. by using my trademarked process, I coach elite financial advisors and wealth managers on how to innovate and bring value to clients, and I'm a frequent TV guest on FOX Business and contributor to the Wall Street Journal. What is Randy Becker’s latest job experience? As we get older, it becomes harder for many of us to engage in the fitness and athletic pursuits we’ve enjoyed for years. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. There’s nothing worse than being 85 years old, full of life, and being flat broke. No investment strategy can guarantee a profit or protect against loss in periods of declining values. He has more than 32 years of experience serving clients and holds a degree in personal financial planning from Metropolitan State College of Denver. Have you been looking for different strategies that you could follow for saving after retirement? It’s up to you to have a sound plan so you can focus on the important aspects of a wonderful retirement life. He enjoys traveling with his wife, Veronica, and is a proud father of three daughters.

Abe’s favorite task is collaborating with the team to find creative solutions for our clients’ retirement obstacles and bringing those ideas to fruition. She takes pride and enjoyment in working with people and helping the business to run smoothly. Buffet's wisdom becomes that much more crucial in retirement because losses are harder to recoup from because of your time horizon and risk appetite. A United IRA speculation is simpler to figure out and therefore less stressful for you to manage.

As well as being a dad of three, Randy is an accomplished guitarist (both electric and acoustic), is a member of Hall Pass Band (voted best party band by 425 Magazine in 2019), and loves to support musicians in any way he can. It may even be worth taking a lower paying job in a less stressful environment or moving to lower-maintenance work. Maybe it’s a project around the house.

accounts that don’t fluctuate with the market). Sumeet Bedi, CPA, has actively supported BRG clients for over six years and recently entered into a full-time partnership with Becker Retirement Group to work out of both our Bothell and Bellevue offices to offer personalized tax preparation. Offices located in Bellevue, Kennewick and Bothell. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.


Please fill in a valid value for all required fields. September 2017. For retirees, there might be significant worth in taking low maintenance work.

If your month is $1,200 short, then focus your energy on what you’re going to do to make sure that you have $1,200 coming in from your retirement accounts." During working years, we are focused on work, saving, raising children, volunteering, just doing life. I design forward-thinking investment strategies for high net worth…. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Accessed Feb. 12, 2019. Impact 50: Investors Seeking Profit — And Pushing For Change. Arwen Becker is a Financial Adviser, National Speaker and Co-Owner of Becker Retirement Group.

Main: 425.822.8282 By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Randy Becker Financial is a Retirement Planning Owner at Becker Retirement Group. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Shawna Burkholder joined the BRG team in January 2018 and is a Financial Professional. ", warns Randy, "...cash gives you options without diving into other investments that are producing monthly income for you.". The last thing you want to do in retirement is to rely on a large portion of your income from investments that fluctuate in value, which breeds uncertainty and an ever-looming possibility of being forced to go back to work.
Offices located in Bellevue, Kennewick and Bothell. You must upload one of the following file types for the selected field: There was an error displaying the form. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). All Financial Planning Retirement Planning Wealth Management. In 2012, an Emmy award winning movie producer created a documentary "Filling the Financial Gap" about my company's humble beginnings and our eventual rise to the national limelight. That doesn’t mean that you will need to start working full-time again! Pensions are disappearing in the private work sector. He has 30 years experience in the insurance industry and Financial Planning. Though this is her first time in the financial services industry, she comes into it with a degree in accounting from Western Washington University and over 20 years of experience in accounting practices in the aerospace and construction industries. Does this mean you go outside and bury everything in the backyard? Her primary role as Client Account Specialist allows her to interact with clients during the process of submitting applications and other service needs. Is it time for you to turn the page and begin planning for the next chapter of your life? And that can spell trouble. Pensions.

He holds his life insurance license and has passed the Series 63 securities exam. With Becker Retirement Group, helping you pursue your financial goals is our first priority. The following is a guest post from Randy Becker , a retirement planning professional and owner of the Becker Retirement Group in Bellevue, Washington. It allows you to set the stage to do the things that you want, within reason, but not feel like you’re spending away your retirement future.

http://retirementsavvy.net/is-your-road-to-retirement-poorly-mapped-out/, 4 Tips to Get Started on Retirement Planning, http://www.cpapracticeadvisor.com/news/12320254/4-tips-to-get-started-on-retirement-planning. We look forward to hearing yours.

No investment strategy can guarantee a profit or protect against loss in periods of declining values. Jared enjoys his work and sets a high bar for the care and service provided to all those who walk through our door. 2950 Northup Way Ste. Regardless of whether or not you can resign from the workforce completely, this might be a great opportunity to reevaluate your profession. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Pensions. Inflation, taxes, bad health and bad investments can be devastating. Jared enjoys spending his free time with his wife, Erin, and their daughter, Abby; drawing; attending live music events; and playing guitar. What is Randy Becker’s business email address? Schedule a no-obligation 5-10 minute phone call with our office to see if you qualify for a second opinion on your retirement income strategy. Retirees should have a good understanding of their retirement plan and options they have when spending. Mackenzie Parfitt joined BRG in January 2018 and serves as our Marketing Coordinator. Aside from establishing a retirement plan, are you looking for other methods to make the most out of your money post-retirement?

Journal of Financial Service Professionals. I love to challenge the status quo, expose the truth, and drive innovation in the investing world.

Randy Becker Financial is a Retirement Planning Owner at Becker Retirement Group.