Ryan M. Kittredge on Navigating the Crucial Years Before Retirement
Ryan M. Kittredge, CFP®, ChFC® Founder of ClearPath Financial Partners talks about what to do as retirement draws closer. He looks at those different pots of money you may have, pensions, 401K, Roth IRA, stocks, social security, savings, etc. that you may draw on when you no longer have a weekly paycheck. Ryan offers advice to help us navigate that transition, especially, in that 3 to 5 year window before retirement. Listen to this month’s podcast of ClearPath Financial Partners and contact Ryan at clearpathfinancialpartners.com.
ClearPath Financial Partners on Why the Final 3–5 Years Before Retirement Matter Most
On this episode of the ClearPath Financial Partners podcast, President Ryan Kittredge breaks down why the final three to five years before retirement represent a pivotal shift — from hopeful projections to concrete, math-driven planning for income, taxes, and long-term security.
New Year Financial Reset: Tax Planning, Investing, and Goal Setting Tips from ClearPath Financial Partners
The start of a new year offers a natural opportunity for a financial reset. On the ClearPath Financial Partners Podcast, President and Advisor Ryan Kittredge outlines practical steps for tax planning, portfolio rebalancing, and setting achievable financial goals.
ClearPath’s Ryan Kittredge on Why Disability Insurance Matters Most
ClearPath’s Ryan Kittredge breaks down why long-term disability insurance is one of the most important — and underutilized — forms of personal insurance. He also explains how life insurance needs evolve with age, goals, and financial independence.
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