In this todays episode, Dan discusses the recent changes to Social Security benefits, the importance of financial planning, and strategies for navigating retirement income. He emphasizes the need for a flexible financial plan to adapt to potential changes in Social Security and highlights the significance of working with a trustworthy financial advisor.

 The conversation also covers tax strategies, including Roth conversions, and the concept of testing retirement before fully committing to it. Dan shares insights on how to prepare for retirement living and the importance of having a clear vision for life after work. 

Get YOUR SS Optimization Report! 

 

In this todays episode, Dan discusses the recent changes to Social Security benefits, the importance of financial planning, and strategies for navigating retirement income. He emphasizes the need for a flexible financial plan to adapt to potential changes in Social Security and highlights the significance of working with a trustworthy financial advisor.
&nbsp;The conversation also covers tax strategies, including Roth conversions, and the concept of testing retirement before fully committing to it. Dan shares insights on how to prepare for retirement living and the importance of having a clear vision for life after work.&nbsp;
<a href="https://myhorizonwealth.com/contact-us/">Get YOUR SS Optimization Report!&nbsp;</a>
&nbsp;

Are you looking for a way to not only preserve your investments and savings, but also grow your wealth? Subscribe to the Horizon Wealth Retirement Show and learn more about important cornerstones that consider your unique financial situation and provide information and processes aimed at helping you continue your journey. Each week, Horizon Wealth founder and Chief Wealth Advisor Dan Blair sheds light on the many aspects of the financial world and provides real-time insight and knowledge that could guide you in your personal strategies. From speaking on tax deferment, to structuring retirement income, adapting to market changes, and legacy planning, the Horizon Wealth Retirement Show aims to help listeners realize their potential for growth.

For a list of disclosures, please visithttps://myhorizonwealth.com/

Are you looking for a way to not only preserve your investments and savings, but also grow your wealth? Subscribe to the Horizon Wealth Retirement Show and learn more about important cornerstones that consider your unique financial situation and provide information and processes aimed at helping you continue your journey. Each week, Horizon Wealth founder and Chief Wealth Advisor Dan Blair sheds light on the many aspects of the financial world and provides real-time insight and knowledge that could guide you in your personal strategies. From speaking on tax deferment, to structuring retirement income, adapting to market changes, and legacy planning, the Horizon Wealth Retirement Show aims to help listeners realize their potential for growth.
For a list of disclosures, please visit <a href="https://myhorizonwealth.com/">https://myhorizonwealth.com/</a>