MoneyMattersUSA® with Fred SaideMoneyMattersUSA® with Fred Saide

Navigating the Retirement Maze

View descriptionShare

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.

Money Matters USA

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. MoneyMattersUSA® with Fred Saide

    170 clip(s)

MoneyMattersUSA® with Fred Saide

Fred Saide discusses proper planning to and through retirement. His goal is to provide information  
Social links
Follow podcast
Recent clips
Browse 169 clip(s)