On this week’s episode of Financial Freedom, Safe Money Bob wraps-up the smart retirement plan series with a detailed breakdown of how to live a smart and fulfilling lifestyle in retirement. Bob also shares his top 10 tips for a healthy retirement. Finally, we share the important difference between a will and a trust and explain the benefits of estate and legacy planning.

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Bob continues the Smart Retirement Plan series with a discussion about healthcare and how to plan for costly medical expenses. Then, the guys share ways to look after your health throughout retirement. Plus, Bob explains Secure Act 2.0 and some important changes that impact both pre-retirees and retirees.

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In this week’s episode of Financial Freedom, Bob and Jim go over the secrets to a smart retirement plan – smart risk, smart safe, and smart tax.

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In this episode of Financial Freedom, Bob explains the importance of having a vision and proper planning when it comes to building your retirement. Plus, Bob unveils his POWER TIP of the week!

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Are you paying too much for your retirement plan? This week, Bob discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve.

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Bob discusses the most important financial change to make in 2023. Plus, he shares a detailed list of his biggest financial takeaways from 2022 that includes all the good and bad points from the last twelve months.

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In this episode, Bob goes over Required Minimum Distributions and how to keep the IRS out of your retirement plans. Then, Bob and Jim discuss how Christmas trees have been affected by inflation, and share important info about how to rebalance your portfolio for 2023.

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Bob shares some important financial reminders for 2023, including the updated tax brackets. Then, we have a special Christmas edition of Inflation Demonstration, and our financial checklist to make 2023 your best year yet.

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In this episode of Financial Freedom, Bob lists seven questions he can help you answer when you meet with him for your retirement consultation. Plus, another cost-cutter with ways to save time and money this holiday season.

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On this week’s show, Bob shares financial new year’s resolutions that he can help you keep. Plus, he explains what retirees fear most, and offers solutions for minimizing that fear in 2023.

Is your hard-earned money safe and protected?

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Got Questions? Call Bob today at (908) 359-2861