In this episode, Gary Goldberg discusses the complexities of retirement planning, emphasizing the importance of a flexible mindset, and the need for ongoing guidance. He highlights common pitfalls retirees face, such as tax implications and the anxiety surrounding financial security. The discussion also covers the significance of income planning, the impact of inflation, and the strategic timing of Social Security benefits.

Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here.