Tatyana Bunich discusses the unique financial needs and strategies for Gen Xers approaching retirement. The conversation covers the importance of tax efficiency, legacy planning, and the emotional adjustments that come with retirement. Tatyana also addresses common myths in retirement planning, the reality of bonds as an investment strategy, and the impact of inflation on retirement income. Additionally, the episode explores the complexities of Medicare, the challenges of multi-generational living, and the importance of having a flexible financial plan that can adapt to life changes. Call 888-843-0143. Text SMART to 600700. Visit F1 Wealth to learn more.

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