Carlos Rasmussen discusses the complexities of retirement planning, emphasizing the importance of preparing for various challenges such as longevity risk, inflation, healthcare costs, and market volatility. They highlight the need for a comprehensive financial plan that addresses these risks and ensures a sustainable income throughout retirement. The discussion also touches on current economic factors, including tariffs and their impact on inflation, and the necessity of diversifying investments to mitigate risks. The discussion also covers managing employee retirement plans, evaluating annuities, and structuring conditional trusts for inheritance, highlighting the complexities and considerations involved in each area. Call (888) 572-2242 to reach Carlos. Visit Rasmussen Capital Management.

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