Ashley discusses essential financial strategies for retirement planning, focusing on year-end financial checklists, tax strategies, and the importance of creating a sustainable income plan.  She explores the nuances of Roth conversions, the differences between flexible spending accounts and health savings accounts, and the role of annuities in retirement. The discussion emphasizes the need for comprehensive financial reviews to ensure that individuals are prepared for retirement and can navigate the complexities of financial planning effectively.

Reach the Texas Money Mavericks at 800-971-4549.