Dan Saccal discusses securing peace of mind in retirement.
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement/
Peace of mind in retirement is a crucial aspect that many individuals strive to achieve as they transition from their working years to a more relaxed phase of life. Dan Saccal, the president of Vision Wealth Management, emphasizes the importance of having a financial plan that includes safe income and growth to help individuals attain that peace of mind during retirement.
Dan highlights that the transition to retirement can be a significant shift for individuals, especially when they move from receiving a regular paycheck to relying on their retirement savings. The unpredictability of the market and the potential for significant swings can create anxiety and uncertainty for retirees. To combat this, Dan suggests a different approach that focuses on safe income, income growth, and safe growth for future needs.
By segregating funds into different categories such as cash for immediate needs, income for regular expenses, and growth for future unforeseen expenses, individuals can create a financial plan that provides stability and security. Dan emphasizes the importance of keeping these funds safe and utilizing products with guarantees to protect against market volatility.
One example provided in the episode is of a widowed female client who is nearing retirement age but plans to work for a few more years. By working with Dan and his team, she was able to create a plan that ensured her income needs would be met when she decided to retire. The use of products with guarantees allowed her to have peace of mind knowing that her income would keep pace with inflation and that her growth funds were protected against market downturns.
Overall, the episode underscores the significance of incorporating safe income and growth strategies into a financial plan for retirement. By doing so, individuals can alleviate financial stress, feel confident in their financial future, and ultimately achieve the peace of mind they desire during their retirement years.
Dan explained: “If you truly want peace of mind, you need to take a different approach. The approach recognizes that you need safe income, that income needs to grow, and if it grows properly, then you can also have money that grows for you safely for future needs that might come up.”
Dan also said: “Providing peace of mind to clients through guarantees so that they can enjoy their best years worry-free.”
About Dan Saccal
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free.
Learn More: https://vwminc.com/
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