Jay discusses the common mistakes that baby boomers make regarding retirement planning. He emphasizes the importance of understanding social security as a supplemental income, the necessity of catch-up contributions, and the significant impact of healthcare costs. The discussion also covers the need for adjusting risk as retirement approaches, tax considerations, and the emotional components of transitioning into retirement. Jay highlights the importance of legacy planning and the strategies for income distribution, long-term care, and the overall need for a comprehensive retirement plan.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

Jay discusses the common mistakes that baby boomers make regarding retirement planning. He emphasizes the importance of understanding social security as a supplemental income, the necessity of catch-up contributions, and the significant impact of healthcare costs. The discussion also covers the need for adjusting risk as retirement approaches, tax considerations, and the emotional components of transitioning into retirement. Jay highlights the importance of legacy planning and the strategies for income distribution, long-term care, and the overall need for a comprehensive retirement plan.
Reach Jay at 800-351-8836.
<a href="https://jaydorso.com">Quality Senior Benefits</a>
<a href="https://www.jaydorso.com">www.jaydorso.com</a>
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Retirement shouldn’t feel like a guessing game. On the Money with Jay Dorso helps listeners cut through the noise about Medicare, Social Security, and retirement income so they can make confident, informed choices about their financial future. Each episode translates complex rules into plain English, exposing the traps and opportunities most people miss before and after retirement.

Host Jay Dorso brings nearly three decades of financial experience to the mic as president of Quality Senior Benefits, LLC, a National Ethics Certified and BBB-accredited firm. His work has been featured in Kiplinger, and he’s known for turning financial jargon into straight talk that helps retirees and pre-retirees protect what they’ve built.

Jay’s philosophy is simple: “Don’t just be sold—be educated.” Through real-world examples and transparent conversations, On the Money empowers listeners to plan smarter, avoid costly missteps, and retire with clarity and confidence.

Contact us today at (800) 351-8836.

Retirement shouldn&rsquo;t feel like a guessing game. On the Money with Jay Dorso helps listeners cut through the noise about Medicare, Social Security, and retirement income so they can make confident, informed choices about their financial future. Each episode translates complex rules into plain English, exposing the traps and opportunities most people miss before and after retirement.
Host Jay Dorso brings nearly three decades of financial experience to the mic as president of Quality Senior Benefits, LLC, a National Ethics Certified and BBB-accredited firm. His work has been featured in Kiplinger, and he&rsquo;s known for turning financial jargon into straight talk that helps retirees and pre-retirees protect what they&rsquo;ve built.
Jay&rsquo;s philosophy is simple: &ldquo;Don&rsquo;t just be sold&mdash;be educated.&rdquo; Through real-world examples and transparent conversations, On the Money empowers listeners to plan smarter, avoid costly missteps, and retire with clarity and confidence.
Contact us today at (800) 351-8836.