This conversation covers various topics related to retirement planning and financial management. The hosts discuss the importance of getting organized, understanding Medicare and taxes, and considering state tax implications when choosing a retirement location. They also emphasize the need for regular financial checkups and the benefits of customized strategies and risk management. The conversation touches on topics such as legacy planning, revisiting goals and objectives, and the role of target date funds in retirement planning. Overall, the hosts provide valuable insights and advice for individuals preparing for retirement. The conversation covers various topics related to retirement planning and financial strategies.The conversation concludes with closing remarks and contact information for further assistance.

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

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

 

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