In this episode, Jeff Miles and Margie Stevens discuss the importance of life insurance in retirement. They cover topics such as the different types of life insurance, the need for living benefits, the impact of long-term care costs, and the tax implications of leaving a legacy. Margie emphasizes the importance of working with a financial professional to explore alternative options and create a comprehensive retirement plan. The conversation provides valuable insights for federal employees and retirees, as well as anyone looking to secure their financial future.

The Importance of Planning for Retirement Beyond Social Security
16:47

Protecting Retirement Savings from Market Volatility
16:07

Creating a Comprehensive Retirement Plan
17:00