In this episode of The Absolute Retirement Planning Show, Jackie Selby and Will Gonzalez discuss the complexities of retirement planning, emphasizing the importance of understanding income loss, budgeting, and tax strategies. They explore the emotional aspects of transitioning into retirement, the necessity of having a solid financial plan, and the benefits of tax-efficient strategies like Roth conversions. The conversation aims to educate listeners on how to prepare for a financially secure retirement while addressing common fears and misconceptions. In this episode of the Absolute Retirement Planning Show, Gary Nolan and Will Gonzalez discuss the importance of comprehensive retirement planning, including tax strategies for self-employed retirees and the emotional aspects of investment decisions. They also address listener questions about charitable donations from IRAs and the complexities of managing large stock positions inherited from family members. The conversation emphasizes the need for early planning and professional guidance to navigate the intricacies of retirement finances.
Reach out to Will at 877-524-2677 or
https://absolutewealthmanagementllc.com/
See omnystudio.com/listener for privacy information.