The conversation covers various topics related to retirement, including misunderstandings about retirement, the impact of baby boomers retiring, the shift in retirement responsibility, planning for retirement, retirement age and reasons for early retirement, retirement phases and staying active, the importance of planning for retirement, and becoming a super saver. In this conversation, They discuss the importance of super saving and the need to rely on personal savings rather than government programs for retirement security. He emphasizes the significance of health insurance and disability insurance in protecting one's wealth. The pros and cons of annuities are also explored. Additionally, the conversation touches on opening a spousal IRA or Roth IRA and the concept of a retirement planning season.
Reach out to Stonebridge at 866-295-5146 or check the website for one of their 4 offices in Nebraska at Stonebridge Insurance & Wealth Management.