In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Robert Markham, address key concerns for those nearing or in retirement. They guide listeners through strategies for preserving assets, planning for income, and choosing Medicare coverage that fits their needs. Real-life examples illustrate approaches to Social Security, long-term care, and managing investment portfolios as part of a thoughtful financial plan. The team answers listener questions, clears up common Medicare myths, and emphasizes the importance of personalized planning—helping retirees feel more prepared and confident in their next steps.
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