This conversation discusses various aspects of retirement planning and the changes that have occurred over the years. It covers changes in daily routine and social life. The importance of staying busy and maintaining fitness in retirement is emphasized. The conversation also highlights the need to replace income in retirement and the role of comprehensive reviews in retirement planning. The evolution of retirement planning, managing risk, and transforming a 401k into a personal pension are discussed. The impact of longevity and taxes in retirement is explored, along with the importance of estate planning. The conversation concludes with a Q&A segment.  The episode concludes with a question about choosing between a Traditional IRA and a Roth IRA.

You can reach Marty Nevel at 888-519-9096.

Smart Money Solutions

 

 

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