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July 12, 2024 51 mins

n this conversation, Alvin Darien and Gary Nolan discuss the importance of continuing to invest after retirement. They cover topics such as longevity, sustained income, growth potential, unexpected expenses, and legacy planning. They also touch on risk tolerance, risk capacity, time horizon, desired returns, and legacy goals. Alvin offers a comprehensive financial game plan review to help listeners protect and grow their money, reduce taxes, and strengthen their retirement income. In this conversation, Alvin Darien and Nolan discuss various topics related to retirement planning and financial management. They cover the importance of having a solid income plan, the benefits of personalized retirement plans, and the need to take control of one's financial future. They also discuss the strategies for withdrawing money from retirement accounts, including the order in which to withdraw from different types of accounts and the implications of Social Security benefits. Additionally, they touch on the topic of variable annuities and the potential excessive fees associated with them. The conversation concludes with a discussion on Roth IRA conversions and the factors to consider when deciding whether to continue the conversion process.

 

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