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Will You be Able to Retire Happily? And Client Circle Guest Sandy
Episode 196
In this episode of Protecting Your Assets, Steve Shyman and Morgan Patrick discuss the critical aspects of retirement planning, including common myths, healthcare costs, tax strategies, and the importance of early savings. They emphasize the need for a comprehensive plan that includes estate planning and beneficiary designations, as well as the benefits of Roth conversions and annuities for guaranteed income. The episode also features a client circle segment with Sandy, who shares her positive experience with Will Save Financial, and a discussion on the role of humor in enhancing happiness during retirement.
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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes
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Published on 3 months ago