In this episode, Alan, Chrissy, and Dave discuss the essential aspects of retirement planning, emphasizing the importance of having a personalized plan, understanding inflation, and preparing for longevity. They explore the emotional and financial impacts of retirement, the significance of work ethic, and the evolving nature of financial advice. The conversation also touches on legacy planning, Roth conversions, and the differences between hybrid long-term care policies and traditional insurance. Throughout, the importance of trust and mental health in financial planning is highlighted, providing listeners with a comprehensive view of retirement readiness.

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Top Gun Financial Planning

www.alankifer.com

 

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