In this episode of The Truth About Money, the hosts discuss essential lessons learned from historical monarchs regarding wealth management and retirement planning. They emphasize the importance of protecting one's assets, planning for long-term care, and creating a comprehensive estate plan. The conversation also highlights the significance of having a robust retirement strategy that includes multiple income streams and effective risk management. In this conversation, they discuss various aspects of retirement planning, focusing on Medicare, tax strategies, IRA conversions, RMDs, and estate planning. They emphasize the importance of understanding Medicare's impact on retirement income, the benefits of backdoor IRA conversions, and the necessity of having a solid income plan to navigate market volatility. The discussion also covers the differences between 401k and IRA fees, the significance of trusts in estate planning, and strategies to ensure a secure financial future for retirees.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
https://www.ttvalueinvesting.com/
See omnystudio.com/listener for privacy information.
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.