In this conversation, Jackie Selby and Esa Yokela discuss the essential components of retirement planning, emphasizing the importance of a comprehensive strategy that includes five key pillars: income, investments, taxes, healthcare, and estate planning. They highlight the need for careful planning to navigate the complexities of retirement, including social security timing, tax implications, healthcare costs, and the significance of having a solid estate plan. The discussion also touches on the importance of resilience in investment strategies and the necessity of proactive tax planning to ensure financial stability in retirement.

 

Reach out to Esa and the team at 888.919.9311

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