The Price of Waiting

Welcome to episode #400! This week, we explore the unseen cost of inaction in retirement planning — from delaying tax planning and staying trapped in growth investments (rather than shifting to income investments), to hoping the market simply rebounds. 

With interest rates expected to drop later this year and tax laws set to evolve — such as potential extensions of tax cuts and raised standard deductions for seniors — clinging to outdated assumptions can quietly erode your nest egg. 

Learn why the time to act is now: expert tax preparation, timely portfolio rebalancing, and shifting from accumulation to income strategies can make a significant difference. Inaction, especially in today’s economic environment, is the real retirement risk.

Listen in. 

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