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. 

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

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

 

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