In this conversation, Marty Nevel shares tips and strategies to help listeners prepare for retirement. He discusses the changes in retirement planning due to the Secure Act and Secure Act 2.0, such as the option to deposit money into a Roth account and make tax-free withdrawals for emergencies. Marty also talks about the importance of understanding sequence of returns risk and having a conservative investment strategy. He emphasizes the need for couples to openly discuss their finances, have a backup plan in case one spouse becomes ill or passes away, and keep good financial records. Marty also advises against accumulating credit card debt and offers a comprehensive review to help individuals create a retirement plan.

Reach Marty Nevel at 888-519-9096.

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