In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into the complexities of retirement planning, emphasizing the importance of having a financial coach. They discuss the interconnectedness of financial decisions, such as investments, Social Security, and healthcare, and how changes in tax laws can impact retirement plans. The hosts highlight the value of personalized assessments and ongoing conversations with advisors to navigate these complexities. They also address listener questions about required minimum distributions (RMDs), Medicare benefits, and the differences between PPO and HMO plans, providing clear, actionable advice for a secure retirement.
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