The Universal Truths in Retirement Planning (Part 2)

2023-09-28

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this two-part series, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. In part one, we covered income planning, long term care, investing, longevity and inflation. Today we’ll round out our 10 universal truths with diversification, taxes, estate planning, and m...

Dive deep in this two-part series, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board.

In part one, we covered income planning, long term care, investing, longevity and inflation. Today we’ll round out our 10 universal truths with diversification, taxes, estate planning, and more!

Here are some of the things we’ll address in this episode:

0:00 – Intro

1:26 – Diversification for risk management

4:36 – Emotions can be our worst enemy

8:43 – Tax implications matter

13:08 – Retirement doesn’t mean work completely ends

16:42 – Estate planning isn’t just for the wealthy

If you have any questions about what we discussed in this episode, reach out and we'll be happy to set up a time to talk.

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

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