Welcome to our new website!
April 15, 2023

Secure Your Future: Financial Planning Considerations For Retirement, A Conversation With Dave And Tyson Sprick

Secure Your Future: Financial Planning Considerations For Retirement, A Conversation With Dave And Tyson Sprick
Apple Podcasts podcast player badge
Spotify podcast player badge
Google Podcasts podcast player badge
Castro podcast player badge
RSS Feed podcast player badge

Retirement is a time of life that many people look forward to and can look different for everyone.  Retirement might be a time where you focus on lounging on the beach, traveling the world, taking up a passion project, or changing jobs to find more balance.  But in order to truly enjoy your golden years, it's important to be financially prepared for them. 

Join me in a conversation about retirement readiness with father and son financial planning team, Dave and Tyson Sprick, partners at Evolution Advisors.  Here are some of the topics we discuss in this episode related to retirement readiness. 

  • The biggest indicators to look at to determine retirement readiness
  • The importance of taking an inventory of your finances
  • Whether it's too late in your fifties to plan for retirement 
  • Asset allocations as we move closer to retirement
  • How to determine at what age to start taking Social Security
  • Medicare/Medicaid and retirement
  • Preparing financially for the death of a spouse
  • What it's like to work with a Financial Advisor
  • How to pick a Financial Advisor 

Dave and Tyson Sprick are Financial Advisors with Evolution Advisors and have over  50 years of combined experience.

David Sprick, ChFC®, CLU®, RICP® | Partnerentered the industry by joining his father-in-law with The Equitable in 1980. He has worked with those nearing and entering retirement from the beginning. His 40+years of experience provides the foundational knowledge for their evolving practice and sophisticated retirement income strategies.

Tyson Sprick, CFP®, RICP® | Partner joined his father in the business in 2010 after graduating from the University of Missouri with a degree in Personal Financial Planning. He leads the financial planning process and portfolio development and is passionate about continuously seeking ways to improve client outcomes. 

In 2022, Dave and Tyson each earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania.

Website: www.evolutionadvisors.org

Connect with Marianne:

Website: Message In The Middle with Marianne
Message In the Middle Facebook Group: https://www.facebook.com/groups/422430469323847/
Email: Contact | Message In The Middle with Marianne