The conversation covers various topics related to retirement planning, including rate adjustments, the state of the economy, refinancing investments, the 4% rule, and the services provided by Interstate Business Management. The hosts also answer questions about robo-advisors, lost investment accounts, and safe options for holding investment funds. Overall, the conversation emphasizes the importance of personalized retirement planning and the need to consider individual goals and circumstances.
Reach out to Aaron and Rebecca at 918.913.0086 or https://ibmsb.com/contact-us/