In this episode, Rob, Brian, and Jackie discuss essential retirement planning strategies, including recent changes in contribution limits, the importance of estate planning, and how to protect yourself from financial scams. They also explore the rising costs of home insurance and the significance of having a comprehensive financial plan. Call the team to meet at no cost to you! 800-635-4313.

Retirement confidence and its psychological impact.
50:17

The Hidden Risks in Your Retirement Plan.
50:10

Retirement Dress Rehearsal: Test Your Income Before You Stop Working.
50:50