Wealth Wisdom with Stuart J. Spivak

Are You Ready for Retirement? Key Strategies You Need to Know


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In this debut episode of Wealth Wisdom with Stuart J. Spivak, Stuart shares insights gained from 36 years of helping clients navigate retirement planning. With a focus on preparing for life’s unexpected events—living too long, dying too soon, or facing disability—this episode highlights practical strategies to safeguard your financial future.

Main Points Discussed:

  • The 3 biggest risks retirees face—living too long, dying too soon, or becoming disabled.
  • How to ensure financial security so work becomes optional, not mandatory.
  • The importance of life insurance to protect loved ones in case of unexpected death.
  • Preparing for long-term care costs—how to cover $6,000+ per month without draining your savings.
  • Special strategies, including Rule 72(t) and debt elimination plans, to enhance retirement readiness.

Call to Action (CTA): If you’re serious about securing your retirement, don’t miss this episode! Be sure to subscribe for more expert insights into building a solid financial future.

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Wealth Wisdom with Stuart J. SpivakBy Stuart J. Spivak