Re-release: Ready for Retirement - The AIM System - Part 1
About this episode
The episode discusses the AIM Retirement System, a comprehensive approach to retirement planning.
The AIM Retirement System provides a comprehensive, team-based approach to retirement planning that typically takes two months to implement and features nearly 20 planning components designed to maximize retirement success. • Process begins with a Connection Visit focused on understanding personal goals and retirement dreams • Team approach includes specialists in tax planning, investment management, and financial advising • Four main goals: maximize chances of retirement success, increase i...
People in this episode
Host: Christian Cyr
Topics covered
- retirement planning
- financial advising
- investment management
- tax planning
- retirement success
Keywords
- retirement
- planning
- financial goals
- investment
- tax strategy
- success
Mentioned in this episode
Organizations: AIM Retirement System
More episodes of Retirement For Life
- Navigating a Record Bull Market Before Retirement - Ep 51
- The 7-Figure 401(k) Tax Trap (And the Tax Pivot That Can Cut It in Half) - Ep 50
- Re-release: Ready for Retirement - The AIM System Part 2 - Ep 49
- Social Security Will NOT Go Broke and Here's Why - Ep 48
- Franchising in Retirement with Special Guest Cliff Nonnenmacher - Ep 47
- From Booms to Bubbles: What Retirees Should Know About Today’s Market - Ep 46
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