Jeremiah Bates and Alex Lundgren kick off the show by addressing common retirement planning mistakes, emphasizing the importance of saving early, adjusting plans over time, and preparing for rising healthcare costs. They highlight how neglecting these steps can derail your financial security in retirement. We see these often! They also dive into effective debt management, offering tips to avoid high-interest traps and use debt strategically.

Tax planning also takes center stage with a discussion on Roth conversions and their potential impact on Medicare premiums and overall tax liability. Jeremiah and Alex stress the importance of understanding how financial actions, like selling assets, affect your tax picture. Plus, advice on investment diversification to manage risks and behavioral finance tips to overcome emotional decision-making that can (and will) harm your portfolio.

 

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates & Alex Lundgren

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

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