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Carlos Rasmussen discusses the current economic climate and its impact on retirees, emphasizing the importance of proactive financial planning.
Carlos Rasmussen discusses the current economic climate and its impact on retirees, emphasizing the importance of proactive financial planning. He highlights the need for liquidity, understanding sequence of returns risk, and budgeting for rising healthcare costs. The discussion also covers the significance of estate planning, holistic retirement strategies, tax diversification, and planning for longevity. Throughout the conversation, Carlos stresses the importance of regular reviews and adapting financial plans to changing circumstances. The discussion also touches on economic indicators and their relevance to personal finance, providing listeners with actionable insights for better financial management. Call (888) 572-2242 to reach Carlos. Visit Rasmussen Capital Management
See omnystudio.com/listener for privacy information.
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By Carlos RasmussenCarlos Rasmussen discusses the current economic climate and its impact on retirees, emphasizing the importance of proactive financial planning. He highlights the need for liquidity, understanding sequence of returns risk, and budgeting for rising healthcare costs. The discussion also covers the significance of estate planning, holistic retirement strategies, tax diversification, and planning for longevity. Throughout the conversation, Carlos stresses the importance of regular reviews and adapting financial plans to changing circumstances. The discussion also touches on economic indicators and their relevance to personal finance, providing listeners with actionable insights for better financial management. Call (888) 572-2242 to reach Carlos. Visit Rasmussen Capital Management
See omnystudio.com/listener for privacy information.