In this episode, Jackie Selby and Bruce Weinstein discuss the importance of financial health for retirees, identifying common financial diseases that can impact retirement planning. They emphasize the need for regular reviews of financial plans, the significance of maximizing social security benefits, and the creation of a comprehensive financial strategy to ensure long-term stability and wealth management. In this conversation, they discuss critical financial planning topics, including healthcare decisions, retirement income strategies, estate planning, and the implications of inherited annuities. They emphasize the importance of making informed choices regarding Medicare, long-term care, and retirement income, while also addressing the complexities of gifting assets and tax implications. The discussion highlights the need for strategic planning to ensure financial security and the ability to leave a legacy for future generations.
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.
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