This conversation focuses on the unique challenges and opportunities for retirees in 2025, emphasizing the importance of early planning, evolving income solutions, and the need to address healthcare costs and inflation. The speakers discuss various strategies for managing retirement income, including tax credits, flexible withdrawal strategies, and the significance of a comprehensive financial plan. They also highlight the importance of estate planning and smart debt management to ensure financial freedom in retirement. In this episode of Money Matters, Gary Nolan, Laurie Hancock, and Deb Christensen discuss essential financial planning strategies for retirement. They cover topics such as tax planning, investment risk management, income protection, emergency and long-term care planning, and estate planning. The hosts emphasize the importance of diversification, safe withdrawal rates, and customized income plans. They also address listener questions regarding Roth conversions, bond investments, cryptocurrency in self-directed IRAs, and asset protection through irrevocable trusts.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
See omnystudio.com/listener for privacy information.
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