• Retirement Red Zone, What You Need to Know

  • May 24 2024
  • Length: 50 mins
  • Podcast

Retirement Red Zone, What You Need to Know cover art

Retirement Red Zone, What You Need to Know

Listen for free

View show details

  • Summary

  • This conversation discusses the perks and tax breaks available to individuals over the age of 50, as well as the importance of estate planning in retirement. It emphasizes the need for a comprehensive retirement roadmap and the benefits of working with independent financial advisors. The conversation also touches on the challenges of navigating the markets and the importance of controlling what you can control. The hosts play a game called 'Guess the Celebrity Who Died Without an Estate Plan,' highlighting the consequences of not having proper estate planning in place. In this conversation, Jackie Selby and his guests discuss various estate planning topics, including the importance of advanced planning, the consequences of not having an estate plan, and the benefits of a living trust. They also address questions about retirement planning, social security, and long-term care insurance. The conversation emphasizes the need to take action and not procrastinate when it comes to estate planning.

    Reach out to Chris or Jon at 602-497-1322 or https://www.prospectwealthadvisors.com/

    See omnystudio.com/listener for privacy information.
    Show more Show less
activate_primeday_promo_in_buybox_DT
Personal Finance Economics
Show more Show less

What listeners say about Retirement Red Zone, What You Need to Know

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.ca reviews

Amazon Reviews
No reviews are available