MoneyMattersUSA® with Fred SaideMoneyMattersUSA® with Fred Saide

The Retirement Planning Checklist

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In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs.  Saide also explores the challenges facing Social Security and potential solutions, including tax reforms and entitlement adjustments. He highlights the importance of tax allocation planning and the need for certainty in tax regulations.

Reach Fred at 800-593-8188.

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MoneyMattersUSA® with Fred Saide

Fred Saide discusses proper planning to and through retirement. His goal is to provide information  
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