Rick Hughes discusses the evolving landscape of retirement planning, emphasizing the importance of adapting to new economic realities and leadership changes. They cover critical topics such as the implications of tax changes, market volatility, and the significance of annuities in retirement strategies. The conversation also highlights the necessity of creating a budget, understanding healthcare costs, and preparing for potential long-term care needs. Additionally, they explore the benefits of Roth conversions as a tax strategy, encouraging listeners to take proactive steps in their financial planning.

Get to know the Hughes team and schedule a time to speak with them or see the upcoming events at https://hughesretirementgroup.com/

 

See omnystudio.com/listener for privacy information.