Retirement Planning’s ”Hidden” Questions

2023-10-12

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The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these essential questions about retirement that often get overlooked or put off because we might be focused on other aspects of retirement. John will tell you why each of these questions needs your attention and how the answers will impact your retirement. Here's s...

On this episode, we unearth and tackle these essential questions about retirement that often get overlooked or put off because we might be focused on other aspects of retirement. John will tell you why each of these questions needs your attention and how the answers will impact your retirement.

Here's some of what we discuss in this episode:

0:00 – Intro

1:30 – Taxes owed on tax-deferred savings

4:45 – How much can you withdraw from savings each year?

7:30 – Life insurance in retirement

10:17 – Health care coverage over and beyond Medicare

13:35 – Fees and commissions

17:33 – Inflation

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Phone: 661-775-3704

Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php

Get in touch with us: https://mearsmoney.com/