• 10/26/24 - The Best Strategies for Navigating Medicare and Retirement Planning

  • 2024/10/26
  • 再生時間： 1 時間 39 分
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10/26/24 - The Best Strategies for Navigating Medicare and Retirement Planning

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  • In this episode of "Straight Talk on Retirement," the hosts, Jeff and Erin Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan that includes preserving assets, generating reliable income, and addressing healthcare needs. A caller's question about budgeting for inflation is addressed, with the hosts explaining their focus on funding clients' after-tax spending needs and building in a buffer for potential cost increases. The episode reassures listeners that with proper planning and understanding of their financial situation, they can work toward a secure and fulfilling retirement.
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In this episode of "Straight Talk on Retirement," the hosts, Jeff and Erin Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan that includes preserving assets, generating reliable income, and addressing healthcare needs. A caller's question about budgeting for inflation is addressed, with the hosts explaining their focus on funding clients' after-tax spending needs and building in a buffer for potential cost increases. The episode reassures listeners that with proper planning and understanding of their financial situation, they can work toward a secure and fulfilling retirement.
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