In this episode of The Truth About Money Jackie Selby, Bruce Weinstein, and Tim Travis discuss the current market volatility and how it presents opportunities for savvy investors. They emphasize the importance of understanding one's portfolio, strategic investment moves like selling put options, and the necessity of long-term care insurance in retirement planning. The conversation also covers the timing of social security benefits, the advantages of in-service withdrawals, and the cost-effectiveness of Medicare Advantage plans. Overall, the hosts encourage listeners to remain calm and informed during economic uncertainty. In this conversation,they discuss various financial topics including Medicare Advantage plans, the future of Social Security, investment strategies during bear markets, housing market volatility, debt management, long-term care planning, Solo 401k options, annuity considerations, and strategic Roth IRA conversions. The discussion emphasizes the importance of proactive financial planning and adapting to changing economic conditions.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
https://www.ttvalueinvesting.com/
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