Lifestyle

Financial Tip of the Week with Steve Sexton: Planning for Retirement

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The San Diego Entertainer’s own financial expert Steve Sexton provides the Channel 6 San Diego Living Show with a financial tip every Tuesday. We are thankful to be able to share his financial expertise with our readers in the clip below.

This week, Steve Sexton talks about planning for retirement and Sexton shares Marie’s story.  Marie is 63 years old and a widow.  Her family is pushing her to move into a retirement community yet Marie wants to be sure the proceeds from the sale of her home will be enough for her to live on.

Sexton advises Marie to look at a few things before making a move:

Sexton asks Marie to figure out her expense analysis, or how much money she will need to live on once she moves into the retirement community. Sexton encourages Marie to look at the taxable impact of her home sale with a tax review in effort to lower or eliminate any taxes.   Sexton advises Marie to review her income analysis to locate sources of reliable money coming in and lastly, Sexton would like Marie to honestly consider her personal “risk comfort level” to find out how comfortable she is reinvesting her money after the sale of her home.

Make sure to watch Steve Sexton below as he gives insight on planning for your retirement!

Steve Sexton is a financial expert who personalizes each individual’s financial plan on their unique circumstances and goals. He has over 15 years experience in the financial services industry and holds multiple licenses and designations including being a Better Business Bureau member and a National Ethics Bureau Member.

If you would like to learn more about securing your financial wealth and freedom, planning for your retirement or to reserve a spot in one of Sexton’s financial workshops you can visit Sexton Advisory Group. Or you can reach the Sexton Advisory Group by contacting Steve Sexton at steve@sextonadvisorygroup.com or by calling 951-695-8810.

Don’t forget to watch Steve Sexton on the Channel 6 San Diego Living Show every Tuesday for more financial tips!

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