Bogart Wealth’s Learning Series webinar hosted on July 10th, 2024 with Misty Garza, CFP®, MBA.
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Misty believes a solid financial plan is the foundation to achieving financial success. With over 20 years of experience in the financial services industry, her primary focus has been helping retirees achieve their financial independence. When it comes to retirement, most people only do it once and it is important to make sure we have considered all factors. She believes that educating her clients is first and foremost in helping them make sound financial decisions.
A native Texan, Misty graduated from St. Edward’s University in Austin, TX and went on to complete her MBA at the University of Houston. She achieved her Certified Financial Planner™(CFP®) designation in 2003.
Misty lives in Sugar Land with her husband, two boys and 3 fur babies. In her free time she likes to travel, spend time with her family and support her local charities.
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ADDITIONAL DISCLOSURE INFORMATION:
This content has been independently produced by Bogart Wealth. Bogart Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (Schwab). Bogart Wealth is not affiliated with ExxonMobil; the content of this presentation has not been written or endorsed by ExxonMobil.
0:00 Introduction
0:58 Why Bogart
3:35 Retirement Readiness Series
4:16 How Do Discount Rates Affect My Lump Sum?
6:54 Pension Protection Act of 2006
8:49 "Grandfathered" for PPA 2006
11:19 All Others - Subject to PPA 2006
13:09 Calculations
19:18 Impact of Interest Rate Changes on Lump Sum
21:06 Should I Retire Now and Delay the Lump Sum?
22:11 Retirement Roadmap for Dec 1, 2024 BCD
24:41 Strategies to Consider Now
25:45 Qualities You Might Consider in Selecting an Advisor
26:54 Conclusion
29:07 Q&A
Interest Rates | Bogart Wealth's Learning Series
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