In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide valuable insights into retirement planning, focusing on creating a comprehensive financial game plan. They discuss strategies for preserving and growing assets, generating income streams, and addressing healthcare needs, including Medicare enrollment. The episode also highlights the importance of educating younger generations about saving and investing, particularly through Roth accounts for grandchildren. Additionally, the hosts offer actionable year-end financial planning tips, such as maximizing contributions and rebalancing portfolios, to help listeners work toward an enjoyable retirement.
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