On Episode 163, Fred discusses the complexities of retirement planning, emphasizing that it's not just about accumulating wealth but understanding personal goals and needs. He highlights the importance of working with a fiduciary, the role of AI in financial planning, and the necessity of creating a comprehensive retirement income plan. The conversation also covers long-term care costs, the challenges facing Social Security, and strategies for tax-efficient withdrawals and income diversification.
Reach Fred at 800-593-8188.