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Could your retirement portfolio be buying into headline-making IPOs without you even knowing it?

This episode explores how recent index rule changes may affect passive investors, why diversification isn’t always what it seems, and how hidden risks can show up inside retirement accounts. Todd Kim also breaks down the “one more year” retirement mindset, Social Security timing, inflation, healthcare costs, tax, efficient income planning, estate strategies, and the importance of creating purpose beyond work. Plus, learn why stress, testing an income plan, aligning retirement goals with your spouse, and understanding your true retirement expenses can make a meaningful difference.

 

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

Could your retirement portfolio be buying into headline-making IPOs without you even knowing it?
This episode explores how recent index rule changes may affect passive investors, why diversification isn&rsquo;t always what it seems, and how hidden risks can show up inside retirement accounts. Todd Kim also breaks down the &ldquo;one more year&rdquo; retirement mindset, Social Security timing, inflation, healthcare costs, tax, efficient income planning, estate strategies, and the importance of creating purpose beyond work. Plus, learn why stress, testing an income plan, aligning retirement goals with your spouse, and understanding your true retirement expenses can make a meaningful difference.
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For more information and to schedule a complimentary consultation with Todd Kim, visit <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.