In this conversation, Jackie Selby and Bruce Weinstein discuss the often misunderstood financial realities of retirement, emphasizing the importance of proper planning for healthcare costs, taxes, and estate management. They explore the common misconception that expenses will decrease in retirement, highlighting the need for a comprehensive estate plan and strategies to ensure a reliable income stream. The discussion also covers the implications of healthcare costs before Medicare, the tax burdens retirees face, and the potential benefits of annuities as a source of guaranteed income. Overall, the conversation serves as a guide for retirees to navigate their financial futures with confidence.

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

https://www.premierswplanning.com/