In Episode 162, Fred Saide discusses various financial topics related to retirement planning. He highlights the retirement disconnect, where many Americans are giving up on the ability to retire due to financial pressures caused by inflation. He emphasizes the importance of proper planning and the challenges of do-it-yourself retirement planning. Fred also discusses the potential impact of future tax changes on retirement savings and the benefits of Roth conversions. He addresses common financial regrets, the fear of running out of money in retirement, and the misconceptions surrounding Social Security benefits. Fred concludes by emphasizing the need for intelligent conversations and new policies to address the complex financial landscape.

Reach Fred at 800-593-8188.

Money Matters USA