In this conversation, Josh and Jared discuss the unique challenges and strategies for Gen X as they approach retirement. They emphasize the importance of having a strategic retirement income plan, understanding tax efficiency, and preparing for healthcare costs. The discussion also covers the emotional aspects of retirement, the significance of social security decisions, and the need for a proactive approach to managing retirement funds. Real estate investment strategies, including 1031 exchanges, are highlighted as potential avenues for building wealth in retirement. Overall, the conversation aims to equip listeners with the knowledge and tools necessary for a successful retirement journey.
If you have questions about your own retirement call Josh & Jared with Seven Figure Solution
800-837-7393 or click here to visit our website.
Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,
See omnystudio.com/listener for privacy information.
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