In this conversation, Jackie Selby  and Bruce Weinstein discuss the increasing trend of Americans planning to retire in the near future. They explore essential steps for preparing financially and mentally for retirement, emphasizing the importance of having a solid financial plan, understanding retirement income needs, and planning for healthcare costs. The discussion also covers the significance of trusts in estate planning, navigating insurance and liability, and the impact of taxes on retirement planning. Additionally, they address how to adjust financial plans based on lifestyle changes and the challenges of managing company stock in retirement.

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

https://www.premierswplanning.com/