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Maximizing Enjoyment in Retirement w client circle guest Char
Episode 187
Published 7 months, 2 weeks ago
Description
In this episode, Steve Shyman discusses the various stages of retirement planning, emphasizing the importance of preparation, purpose, and financial security. He outlines the pre-retirement phase, the launch into retirement, the honeymoon phase, and the need for ongoing purpose and structure in retirement. The conversation also highlights the significance of working with fiduciaries and understanding investment management, as well as the critical role of tax planning in ensuring a secure retirement
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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes
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