n this episode of Nuggets of Knowledge, Chris and Jon discuss retirement saving strategies, tax tips, and the importance of estate planning. They explore the benefits of Roth IRAs and Roth 401(k)s, highlighting the potential tax advantages and flexibility they offer. The hosts also emphasize the importance of having an estate plan in place to protect assets and ensure that one's wishes are carried out. They share stories of celebrities who died without an estate plan and the complications that arose as a result. The episode concludes with a taco review segment, where they recommend a new taco place called Parachos Tacos. The conversation then transitions to a discussion about Social Security, its history, and the importance of planning for retirement. The hosts emphasize the need for careful consideration when deciding when to start taking Social Security benefits. The conversation concludes with a brief discussion about estate planning and the importance of having powers of attorney in place.
Reach out to Chris or Jon at 602-497-1322 or https://www.prospectwealthadvisors.com/
See omnystudio.com/listener for privacy information.
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