In this episode of Money Matters, hosts Deb and Laurie discuss the critical transition from saving to spending in retirement, emphasizing the importance of having a structured spending plan. They explore strategies for creating a reliable retirement paycheck, navigating the complexities of retirement taxes, and the significance of estate planning to ensure a smooth transfer of wealth and values to future generations. The conversation highlights the need for proactive financial planning to achieve peace of mind and financial security in retirement.
Reach out to Deb and Laurie at 800-932-5010 or