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In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty in the world and its impact on retirement planning. He emphasizes the importance of adapting retirement strategies to reflect the changing mindset of retirees, who are living longer and more active lives. The conversation covers various topics including investment strategies for longevity, the significance of understanding sequence of returns risk, the benefits of Roth conversions, and the widow's penalty in tax planning. Additionally, the episode addresses healthcare costs, the importance of shopping for prescription medications, and practical scenarios retirees may face in their planning.
If you have any questions about retirement planning call Wilsave Financial 833-945-7283
or click here to visit our website.
Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes
See omnystudio.com/listener for privacy information.
By Steve Shyman5
11 ratings
In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty in the world and its impact on retirement planning. He emphasizes the importance of adapting retirement strategies to reflect the changing mindset of retirees, who are living longer and more active lives. The conversation covers various topics including investment strategies for longevity, the significance of understanding sequence of returns risk, the benefits of Roth conversions, and the widow's penalty in tax planning. Additionally, the episode addresses healthcare costs, the importance of shopping for prescription medications, and practical scenarios retirees may face in their planning.
If you have any questions about retirement planning call Wilsave Financial 833-945-7283
or click here to visit our website.
Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes
See omnystudio.com/listener for privacy information.