In this episode of Money Matters, Deb and Laurie discuss how to crisis-proof your retirement plan against unexpected financial storms, emphasizing the importance of having a solid strategy in place. They delve into behavioral finance, exploring how emotions and biases can impact financial decisions. The conversation also highlights the versatility of life insurance as a financial tool for retirement, including its benefits for tax-free income and legacy planning. Finally, they address listener questions about retirement concerns, providing insights on strategies for managing taxes and ensuring financial security in retirement.
Reach out to Deb and Laurie at 800-932-5010 or