In episode 166 of Money Matters USA, Fred Saide discusses the various traps retirees face due to hasty decisions made during retirement planning. He emphasizes the importance of understanding the changing landscape of retirement, the critical role of Social Security, and the need for effective income strategies, including annuities. The conversation also covers healthcare costs, long-term care planning, the impact of inflation, and the necessity of having a flexible retirement plan that can adapt to changing circumstances.

Reach Fred at 800-593-8188.

Money Matters USA

Concerned about the election’s impact on your taxes and estate plan? This FREE event has you covered! Join us on October 16th in Green Brook Township, NJ for an essential discussion on how the presidential candidates’ tax proposals might influence your financial future. Led by Frederick Saide, Ph.D., an expert in tax diversification, tax optimization, and estate planning. Explore how to: 

• Shield your assets and reduce your tax burden with potential new tax laws
• Strategies to ensure your investment and retirement savings remain secure
• Plan effectively for elder care and protect your legacy for further generations.

 Choose between morning and evening sessions! Enjoy bagels & coffee or wine & cheese. Seats are limited to the size of the room—register now!

Secure your spot here:  

moneymattersusa.net/seminars For immediate assistance, call 800-593-8188 or visit moneymattersusa.net/connect