In this episode of Money Matters, Deb and Laurie discuss the evolving landscape of retirement planning, emphasizing the importance of proactive strategies to address inflation, healthcare costs, and market volatility. They highlight the necessity of a dynamic retirement plan that adapts to changing circumstances, the significance of understanding RMDs and tax implications, and the value of social security timing. The conversation also touches on the challenges of downsizing, the realities of starting retirement planning later in life, and the importance of estate planning. Listeners are encouraged to take control of their financial futures with practical advice and real-life success stories.

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

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