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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.

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.
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For more information and to schedule a complimentary consultation with Todd Kim, visit&nbsp;<a href="https://galileowealth.com">https://galileowealth.com</a>.

Stay informed through insightful and timely conversations centered on building a secure financial future by subscribing and listening to the “Navigate Your Financial Future” podcast, hosted by Galileo Wealth founder Todd Kim. This show dives into the essentials of retirement planning, providing financial clarity and retirement wisdom from a team looking to put you and your needs first. Each episode features lively and engaging discussions that promotes financial literacy and empowers listeners to take control of their financial journey. Whether you're just starting to plan or refining your strategy, Todd uses his decades of experience to break down complex strategies and show how they can become actionable insights that fit your life and goals.

Stay informed through insightful and timely conversations centered on building a secure financial future by subscribing and listening to the &ldquo;Navigate Your Financial Future&rdquo; podcast, hosted by Galileo Wealth founder Todd Kim. This show dives into the essentials of retirement planning, providing financial clarity and retirement wisdom from a team looking to put you and your needs first. Each episode features lively and engaging discussions that promotes financial literacy and empowers listeners to take control of their financial journey. Whether you're just starting to plan or refining your strategy, Todd uses his decades of experience to break down complex strategies and show how they can become actionable insights that fit your life and goals.