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Ron Ray discusses the importance of monitoring investments during market volatility, especially for those nearing retirement. He emphasizes the critical nature of the retirement red zone and the need for strategic financial planning. The conversation also addresses the sustainability of Social Security and the potential for benefit cuts, urging listeners to prepare for future financial challenges. Additionally, Ron highlights the unique Medicare needs of veterans and the common mistakes they make, advocating for informed decision-making and professional guidance.
Find out more about Ron and the teams, as well as setting up a complimentary time to speak with them by reaching out to Turning 65 Solutions and Homestead Family Wealth
See omnystudio.com/listener for privacy information.
Ron Ray discusses the importance of monitoring investments during market volatility, especially for those nearing retirement. He emphasizes the critical nature of the retirement red zone and the need for strategic financial planning. The conversation also addresses the sustainability of Social Security and the potential for benefit cuts, urging listeners to prepare for future financial challenges. Additionally, Ron highlights the unique Medicare needs of veterans and the common mistakes they make, advocating for informed decision-making and professional guidance.
Find out more about Ron and the teams, as well as setting up a complimentary time to speak with them by reaching out to Turning 65 Solutions and Homestead Family Wealth
See omnystudio.com/listener for privacy information.