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June 11, 2025 50 mins

Aaron Wright discusses the current state of retirement planning, focusing on key issues such as inflation, social security, and the impact of tariffs and trade wars. They emphasize the importance of having a solid financial plan that accounts for inflation and rising costs, as well as the need for diversification in investments. The discussion also touches on generational differences in retirement planning, highlighting how Millennials are leading in consistent contributions to retirement accounts. Finally, they address tax strategies, particularly the benefits of Roth conversions, to help retirees manage their tax liabilities effectively. Visit Personalized Retirement Planners to learn more. Call 844-410-5400.

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