In this episode of Protecting Your Assets, Steve Shyman discusses the critical differences between saving and investing, emphasizing the importance of timing and balance in financial planning. He highlights the need for a comprehensive retirement strategy that considers longevity, inflation, and personal goals. The conversation also explores the concept of phased retirement, allowing individuals to transition gradually into retirement while maintaining financial stability. Real-life scenarios illustrate the complexities of retirement planning, including legacy considerations and the implications of life insurance policies

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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes