))
The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on July 18, 2024 17:13 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 429527682 series 3551818
Inhalt bereitgestellt von June Horne. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von June Horne oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more.
If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!
Here’s some of what we discuss in this episode:
0:00 – Intro
1:37 – Life insurance in retirement planning
5:56 – The retirement planning sweet spot
10:09 – Finding the right strategy for you
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv
Schedule an appointment: https://www.tag-pa.com/contact
Find us on YouTube: https://bit.ly/3SLNt4Z
10 Episoden
Teilen
