In this episode of the Exact Wealth Show, John Becker discusses the critical aspects of retirement planning, emphasizing the need for a tailored approach that considers longevity, healthcare, and financial strategies. The conversation covers common misconceptions about Social Security and Medicare, the importance of year-end financial strategies, and the pitfalls of investment mistakes. Listeners are encouraged to take proactive steps in their retirement planning, including understanding required minimum distributions, exploring Roth conversions, and considering charitable giving strategies. Real-life scenarios illustrate the complexities of retirement planning and the importance of having a customized plan.
If you have any questions about your retirement call John and the team
at Exact Wealth 800-326-5688 or click here to visit our website.
See omnystudio.com/listener for privacy information.
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