On today's show, Deb and Laurie discuss important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining how much is enough for retirement, deciding when to take Social Security, reevaluating long-term care needs, consolidating retirement accounts, starting retirement savings early, creating a personal pension, understanding the importance of 59 and a half, diversifying income sources, implementing tax-efficient strategies, healthcare considerations, and investment allocation at age 59 and a half. The conversation covers various topics related to retirement planning and investment strategies. The main themes include maximizing retirement savings, long-term care and estate planning, creating an income plan for retirement, investing options for overwhelmed investors, diversification and growth in retirement, maximizing 401(k) contributions, investing inheritance funds, the benefits of fixed index annuities, and the offer of a complimentary financial review.

Reach out to Deb and Laurie at  800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

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