On this episode of The Horizon Wealth Retirement Podcast, Dan discusses the essential factors to consider when planning for retirement. He explores the importance of understanding how much income is needed, the four cornerstones of retirement planning, the impact of inflation, tax efficiency, healthcare costs, and managing debt. Dan emphasizes the need for a comprehensive plan that addresses each of these areas to ensure a successful retirement.

Keep More, Pay Later: The Power of Deferred Sales Trusts
18:23

Capital Gains: Strategies the Wealthy Actually Use
20:32

Investing 101 Part 2
26:21