Stocks, bonds & cash...enough right? Don't forget about annuities. TSA's: Tax sheltered annuities. What are they? Do they give you more options?...Find out today. In our second half...Doing the math, getting it correct checking the inputs helping people with inflation, taxes and realistic costs.

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Health Care Costs in Retirement. I don't have to worry about that I'll have my Medicare for that...? There's alot of outsider costs that you might not realize actually over a long retirement. Do you have enough set aside to cover the costs? Also in our second half, mitigating risks because of what happens with the market. Longevity risk, living longer. How do you plan for that...?

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We've Got It Dialed In...We know what to ask. It's our specialty. We're focused on how to help people know that in retirement that their money and income will last. Keep up with inflation and all those things that worry people.

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Do you feel like you're trapped? Oh, Is it gonna work...my retirement? I'm already retired. Did I do it right? We want to help people not feel bad and free up their mind...

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There's different kinds of risk factors...Portfolio risk, how much risk should I be in when getting closer to retirement? It's not as important as how much risk I'm in earlier...Most people think about stock market risk but there's alot of other risks to be aware of...So how do you mitigate risk in all different facets of financial life...

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You don't know what you don't know about retirement planning. As an example do you know how to protect your hard earned assets from spend down? 

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There's a variety of big tools that can provide big income. We show you how to use these tools for future income. Then you can stop worrying about your money if you have your income solved!

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I had a really nice couple come back in. I first saw him last year, end of the year, and they came back in, and I hadn't seen them since then, but they'd been thinking about all the things we've been talking about. I gave him homework. They did their homework. I did their planning. And he's finally retired, and he says, let's get this thing rolling. Let's get it started. And so it was really encouraging to see them.

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Insurance companies, canceling home insurance coverages or not offering brand new home builds. We're looking at everything from hurricanes to wildfires. We'll talk about what that means right here in California, retirement, age gaps for men and women, what's going to cost you over $300, 000 in your own retirement out of your pockets that you can't cover...

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Today we want to talk about estate planning options and how important it is to have your legal documents in order and beneficiaries properly designated. There's things like that that can create real big problems for you in many different ways down the road. Yes, and I know that it must be confusing a lot of people because we received several phone calls over the weekend. And we encourage you to do so as well, whether it's about estate planning, whether it's about taxes, whether it's about tools, whether it's about building an income strategy, whether it's how or when to take your Social Security to maximize it...

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