Description

In this episode we dive into the top questions and concerns pre-retirees have before taking the big leap into retirement. Whether you're approaching retirement or helping a loved one plan, this discussion is packed with actionable insights and strategies.

✅ Topics Covered:

• The #1 pre-retirement worry: Health insurance options before Medicare and how to lower premiums using tax subsidies.
• How to turn your 401(k) and savings into sustainable retirement income.
• Strategic planning to optimize Social Security—when to take it and how to maximize its value for your lifestyle.
• Tax planning in retirement—avoiding surprises and leveraging techniques like Roth conversions and tax gain harvesting.
• Why cash flow planning is essential and how it boosts confidence in your retirement decision.

Our candid conversation includes tips for making the most of your early "go-go" retirement years and balancing spending with long-term financial security. Whether you're worried about taxes, income, or health care, we’ve got you covered.

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#RetirementPlanning #PersonalFinance #HealthInsurance #SocialSecurity #FinancialFreedom #RetirementIncome #TaxPlanning #advisedpodcast