In this episode of Money Matters, hosts Deb and Lori discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional strategies. They explore common myths, such as the mortgage payoff myth, and the importance of maintaining liquidity. The conversation also covers the significance of estate planning, understanding estate taxes, and the various types of trusts available. Additionally, they provide insights on maximizing retirement contributions and the implications of rolling over retirement accounts. The episode concludes with practical advice for addressing common retirement concerns and creating a personalized financial strategy.

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

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