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.
Financial Expert Ryan Kittredge Explains Social Security Claiming Strategy and Impact of the Social Security Fairness Act
Ryan Kittredge, president of ClearPath Financial Partners, joined Radio Worcester to explain the complexities of Social Security, including how the Social Security Fairness Act eliminated WEP and GPO provisions and why the timing of when you claim benefits can have major financial consequences.
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.
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