Tripp Limehouse discusses the various curveballs that can impact retirement planning, including financial instability, healthcare and long-term care costs, tax planning, and estate planning oversights. They emphasize the importance of proactive financial management and working with professionals to navigate these challenges effectively. The conversation highlights the need for realistic budgeting, understanding healthcare costs, tax implications, and the necessity of having a solid estate plan to ensure a smooth transition into retirement. Call 800-940-6979. Visit Limehouse Financial to learn more.

Emotional Investing can impact your retirement plan
55:24

From Stretch IRA to Tax Trap: What Changed and What to Do
56:11

Warren Buffett’s Retirement Rule: Balancing Safety, Growth & Longevity Risk
34:20