In this episode of The Truth About Money Jackie Selby Bruce Weinstein, and Tim Travis discuss essential guidelines for retirement planning. They emphasize the importance of understanding expenses, the need for a diversified investment strategy, and the significance of preparing for market volatility. The conversation also highlights the personal nature of financial planning and the necessity of having a supportive advisor to navigate complex financial decisions. In this conversation, Gary Nolan and his guests discuss essential aspects of retirement planning, emphasizing the importance of assessing financial health, transparency in financial discussions, and understanding tax implications. They explore strategies for gifting wealth to family members and the significance of choosing the right tax filing status in retirement. The conversation highlights the need for a comprehensive financial plan to navigate the complexities of retirement successfully.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
https://www.ttvalueinvesting.com/
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