Carlos Rasmussen tackles the biggest myths and realities facing retirees today in this episode, from out-of-date financial advice to rising healthcare costs and inflation. He breaks down essential planning strategies—covering everything from managing taxes and protecting against longevity risk to leveraging life insurance and trusts for legacy building. Whether you're preparing for retirement or already in it, this conversation equips you with the tools to make smarter, more secure financial decisions for yourself and your loved ones.
See omnystudio.com/listener for privacy information.
View all episodes
By Carlos RasmussenCarlos Rasmussen tackles the biggest myths and realities facing retirees today in this episode, from out-of-date financial advice to rising healthcare costs and inflation. He breaks down essential planning strategies—covering everything from managing taxes and protecting against longevity risk to leveraging life insurance and trusts for legacy building. Whether you're preparing for retirement or already in it, this conversation equips you with the tools to make smarter, more secure financial decisions for yourself and your loved ones.
See omnystudio.com/listener for privacy information.