Alan discusses the significant wealth held by the Baby Boomer generation and the importance of preserving that wealth for future generations. He emphasizes the need for strategic planning to mitigate risks associated with longevity, healthcare costs, and market volatility. The conversation covers various strategies for wealth preservation, including the use of reverse mortgages and the importance of having a solid financial plan that accounts for potential long-term care expenses. Alan also addresses the impact of inflation and the necessity of adapting investment strategies to ensure financial security in retirement.

Reach Alan at 800-779-3319.

Top Gun Financial Planning

www.alankifer.com

 

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