Mark Geels discusses the critical aspects of retirement planning, emphasizing the importance of having a written financial strategy. They explore common mistakes made by retirees, particularly the Baby Boomer generation, such as underestimating expenses and failing to plan for healthcare costs. The discussion also covers the significance of Social Security decisions, tax strategies, and long-term care planning. Additionally, they address the psychological challenges of retirement planning and the impact of market volatility on financial security. The conversation concludes with a call to action for listeners to secure their financial future through informed planning and professional guidance. To learn more visit EFS4U.com or call 712-224-4651.
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