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Americans are living longer, and the topic of retirement can be stressful for many individuals. According to a Gallup poll, the average retirement age is 66, up from age 60 in the 1990s. According to the Society of Actuaries, a couple (where both are age 65) has a 50% chance of at least one person living until age 93. There’s a 25% chance of one surviving spouse living until age 98. With the Social Security age increasing and low cost-of-living adjustments, it is pertinent to plan for income that will last up to 30 years (or possibly longer).
In order to navigate successfully through retirement, it’s critical to understand the different risks that can erode—or completely eliminate—savings. These seven risks include living too long, inflation, low interest rates, healthcare costs, preparing for higher taxes in the future, and market volatility. After a shift from pensions in the 1980s to defined contribution plans, Americans understand accumulation but have minimal assistance on distribution.
Learning Objectives:
- Determine the risks to consider for retirement
- Recognize the new Social Security retirement age of 67 in 2022
- Define the three buckets in retirement planning
- Express how the wrong financial advisor can ruin retirement
Carlos Dias Jr.
Dias Wealth
Founder and CEO
[email protected]
(407) 801-2244
Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.
Carlos is known for his fiduciary approach, ensuring that all advice and recommendations are made with the client’s best interests in mind. He emphasizes transparency and collaboration, working closely with clients to develop customized financial strategies that align with their unique needs and aspirations. Under his leadership, Dias Wealth has earned a reputation for excellence and trustworthiness in the financial advisory industry.
Carlos’s expertise and engaging speaking style have made him a sought-after speaker at various CPA societies across the United States. His presentations often focus on innovative tax strategies, retirement planning, and asset protection, providing valuable knowledge to accountants, attorneys, and financial professionals. Carlos is known for his dedication to educating professionals on complex financial topics. His ability to simplify intricate financial concepts has earned him a reputation as a trusted educator and advisor.
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