In this episode of 'Truth About Money', the hosts discuss essential tips for retirement planning, emphasizing the importance of financial management, understanding market dynamics, and the implications of the Secure Act 2.0. They also explore tax strategies for business owners, the complexities of social security, and the significance of couples managing finances together. The conversation aims to empower listeners with knowledge and actionable advice to enhance their financial well-being. In this conversation, Jackie Selby discusses the importance of communication between spouses regarding financial goals, the necessity of planning for long-term care and dementia, and the critical role of estate planning. He emphasizes the need for conservative investment strategies as individuals approach retirement, the challenges facing Social Security, and strategies to maximize retirement income streams. The discussion highlights the importance of proactive financial planning and the value of working with financial advisors to navigate these complex issues.

Reach out to Bruce & Tim at (800) 796-9912 or 

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/