Ambassador Wealth Management Power Hour

The "R" Word


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In this conversation, Jackie Selby and Esa Jokela discuss the current economic climate, focusing on recessionary fears and their implications for retirement planning. They emphasize the importance of maintaining a positive mindset and making informed financial decisions to ensure security and happiness in retirement. The discussion covers market volatility, the need for long-term planning, and the transition from accumulation to distribution of assets. They also touch on the significance of wealth transfer and the potential family dynamics that can arise from it. In this episode, they explore the reasons behind Finland's happiness, the importance of financial planning, and the nuances of social security and Medicare. They discuss how to secure a financial future, the significance of life insurance, and the need for proper beneficiary designations. The conversation emphasizes the importance of understanding financial products and making informed decisions to ensure a stable retirement income.

 

Reach out to Esa and the team at 888.919.9311.

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Ambassador Wealth Management Power HourBy Broadcasting Experts