In this episode, Gary and Vicki discuss essential strategies for retirement planning, focusing on tax strategies, investment management, and estate planning. They emphasize the importance of taking advantage of current low tax rates, understanding 401(k) investments, avoiding common financial mistakes, and the significance of having a comprehensive estate plan. The conversation highlights the need for a well-structured financial roadmap to ensure a secure retirement.

Retire Your Way TODAY! 

See omnystudio.com/listener for privacy information.