In this conversation, Deb and Laurie discuss commonly overlooked aspects of retirement planning and offer advice on how to avoid forgetting these important components. They cover topics such as inflation, market volatility, retirement income, healthcare costs, tax planning, unexpected expenses, and cutting back on expenses. They emphasize the need for a comprehensive plan that includes guaranteed income, emergency funds, and a diversified investment portfolio. The hosts also offer a complimentary financial review for listeners to help them create a more confident retirement plan. In this conversation, the hosts discuss various financial topics and provide advice for listeners. Additionally, they address questions about leaving an inheritance to a financially irresponsible adult child and the appropriateness of taking a lump sum from an inherited IRA. The hosts emphasize the importance of having a solid retirement plan and offer a complimentary financial review to help listeners achieve their financial goals.

Reach out to Deb and Laurie at  800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

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