In this episode, Greg Ramirez discusses the importance of confidence resets in retirement planning, the need for professional portfolio analysis, and how to prepare for longer lifespans and unexpected curveballs in life. Call Greg for a no-cost consultation at 562-269-1007 or click here to schedule!

Inherited IRA rules are getting harder to ignore.
54:58

Tax Planning, Estate Planning and Scams...oh my!
42:43

Rules, Rules, Rules!
46:47