In Episode 155, Fred Saide discusses five essential steps for retirement planning: reliable income, budgeting, risk management, healthcare expenses, and estate planning.  He emphasizes the importance of having multiple streams of income in retirement and the need to properly manage inflation.  Fred also explores different strategies for generating income in retirement, such as social security, pensions, real estate, and dividend-paying investments.  He highlights the distinction between the accumulation stage and the de-accumulation stage in retirement planning and the importance of working with a qualified fiduciary.

Reach Fred at 800-593-8188.

Money Matters USA