What if your retirement portfolio is buying into high-profile IPOs before you even realize it? This episode explores how recent index rule changes could affect passive investors, why diversification may not be as broad as it seems, and how retirees can evaluate risk beyond headline market stories. Todd Kim also discusses Social Security timing, inflation's long-term impact, retirement income planning, healthcare costs, tax diversification, legacy planning, and the challenge of transitioning from work to a fulfilling retirement. Plus, insights on helping couples align their retirement goals and why understanding what's inside your investments may be more important than chasing the next big opportunity.

For more information and to schedule a complimentary consultation with Todd Kim, visit https://galileowealth.com.