In this conversation, Jackie Selby and Esa Jokela  discuss the critical importance of having a clear retirement finance plan, emphasizing that individuals with such plans are significantly less stressed about their financial futures. They explore various aspects of retirement planning, including the necessity of predictable income, the role of Social Security, tax-efficient strategies, estate planning, and the importance of long-term care. The discussion also touches on managing debt in retirement and the evolving landscape of investment strategies, all while highlighting the cultural aspects of happiness and financial security.

 

Reach out to Esa and the team at 888.919.9311

 

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