On a new episode of Capital Insights with Daniel Meier, the advisor takes the hot seat for a Family Feud inspired challenge titled Financial Feud using the results of the 2023 EBRI Retirement Confidence Survey. Daniel explores the importance of living comfortably and worry-free in retirement while offering tips that you can apply to your plan today. He explores the benefits of Roth IRAs and how they differ from the 401k. Daniel Meier discusses considerations for folks approaching retirement and strategies to maximize your savings to guarantee a smooth transition into retirement. And the advisor returns to the hot seat to answer listener questions.
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