This conversation delves into the critical aspects of retirement planning, highlighting common mistakes and traps that retirees often fall into. The hosts discuss the importance of having a solid financial plan, understanding tax implications, and the necessity of diversification in investment strategies. They also address healthcare and longevity risks, the timing of social security and required minimum distributions (RMDs), and behavioral traps that can lead to overspending. Additionally, the conversation emphasizes the importance of setting boundaries with family members who may rely on retirees for financial support, and shares client success stories to illustrate the positive impact of financial planning.

Reach out to Deb and Laurie at  800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show