In this episode of Protecting Your Assets, host Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the importance of adapting to new realities such as longer life expectancies, inflation, and technological advancements. He explores the implications of the Tax Cuts and Jobs Act, strategies for legacy planning, and the significance of lifestyle changes in retirement. The conversation also includes practical advice for navigating real-life retirement scenarios, highlighting the need for a comprehensive financial plan that encompasses both financial security and personal fulfillment.
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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

The World is Uncertain, But You Don't have to be, and Client Circle Guest Mary
52:11

Should I Work Part-time in Retirement? And Client Circle Guest Victor
51:39

Global Economy, Inherited IRA's, Arthur Brooks, with Client Circle Guest Katy
51:52