In this conversation, Ashley and Dimitri discuss the importance of early retirement planning, the challenges retirees face, and the strategies for effective wealth transfer and legacy planning. They emphasize the need for a comprehensive income plan, the impact of Social Security reform, and the significance of preparing heirs for inheritance. The discussion also covers tax considerations, long-term care insurance, and the benefits of Health Savings Accounts and Roth IRAs.

Reach the Texas Money Mavericks at 800-971-4549.

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