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サマリー
あらすじ・解説
The retirement of baby boomers has significant impacts on current retirees, the economy, and social systems. Key topics discussed include retirement planning, maximizing social security, healthcare planning, long-term care insurance, lifestyle and housing decisions, and retirement budgeting. The importance of financial planning, reducing debt, and having a cash reserve is emphasized. They also emphasize the need for personalized estate planning, including the use of trusts to protect assets and control distribution. The conversation then shifts to retirement income strategies, including rental properties, Airbnb, and laddered CDs. The hosts stress the importance of creating a steady income stream in retirement and offer advice on how to achieve this. They also address questions about claiming Social Security while still working and using brokered CDs in a laddered strategy.
Reach out to Aaron and Rebecca at 918.913.0086 or https://ibmsb.com/contact-us/
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