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Marty discusses the various curveballs that retirees may face, including financial instability, healthcare costs, taxes, inflation, and the importance of estate planning. He emphasizes the need for a flexible retirement plan that can adapt to life's unexpected challenges. The conversation also revisits traditional retirement rules, such as the 4% rule and the 25 times rule, providing insights on how to effectively manage retirement income and expenses.
Reach Marty at 888-519-9096.
Smart Money Solutions
www.smartmoneysolutionsmn.com
See omnystudio.com/listener for privacy information.
Marty discusses the various curveballs that retirees may face, including financial instability, healthcare costs, taxes, inflation, and the importance of estate planning. He emphasizes the need for a flexible retirement plan that can adapt to life's unexpected challenges. The conversation also revisits traditional retirement rules, such as the 4% rule and the 25 times rule, providing insights on how to effectively manage retirement income and expenses.
Reach Marty at 888-519-9096.
Smart Money Solutions
www.smartmoneysolutionsmn.com
See omnystudio.com/listener for privacy information.