In this episode we dive into the top questions and concerns pre-retirees have before taking the big leap into retirement. Whether you're approaching retirement or helping a loved one plan, this discussion is packed with actionable insights and strategies.
✅ Topics Covered:
The #1 pre-retirement worry: Health insurance options before Medicare and how to lower premiums using tax subsidies.
How to turn your 401(k) and savings into sustainable retirement income.
In this episode we dive into the top questions and concerns pre-retirees have before taking the big leap into retirement. Whether you're approaching retirement or helping a loved one plan, this discussion is packed with actionable insights and strategies.
✅ Topics Covered:
- The #1 pre-retirement worry: Health insurance options before Medicare and how to lower premiums using tax subsidies.
- How to turn your 401(k) and savings into sustainable retirement income.
- Strategic planning to optimize Social Security—when to take it and how to maximize its value for your lifestyle.
- Tax planning in retirement—avoiding surprises and leveraging techniques like Roth conversions and tax gain harvesting.
- Why cash flow planning is essential and how it boosts confidence in your retirement decision.
Our candid conversation includes tips for making the most of your early "go-go" retirement years and balancing spending with long-term financial security. Whether you're worried about taxes, income, or health care, we’ve got you covered.
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#RetirementPlanning #PersonalFinance #HealthInsurance #SocialSecurity #FinancialFreedom #RetirementIncome #TaxPlanning #advisedpodcast
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