Greg and special guest Tim Stallings (Elder Law Attorney) discuss Estate Planning misconceptions; A caller from Findlay, OH, wants to know what type of trust he should use; A listener from Hebron, OH, wants to know what she can do to protect assets; Why IRA tax planning is crucial to saving money in retirement; How much money does one need to successfully retire?; Why timing the Market is a risky proposition; Greg talks about facing different financial crises in retirement.

Should retirees “Buy the Dip?”
10:43

How Active an Investor Should You Be in Retirement | Do You Have a Plan When Social Security Cuts Back? | This Woman Fell Right into Uncle Sam’s Tax Trap | Is Inflation A Retirement Killer?
48:40

A Listener Who Discovered What Is Truly Important in Retirement | Are You Focused Too Much on What Is Moving Your Money Forward Instead of What’s Pulling It Back? | Where You Have Your Money Placed Determines How You Spend It | Legal Documents: The Importance of Getting It in Writing
46:28