Welcome to "The Planning for Retirement Podcast," where we help educate you on how to achieve financial security and fire your boss. Here are some topics you will learn about:- Social Security- Retirement Income Planning- Roth Conversions- Tax Planning- Charitable Giving- Investment Strategies in Retirement- Estate Planning- Long-term Care Planning- Medicare- Required Minimum Distributions- Retirement Mortgage Strategies- And even some behind the scenes into building Imagine Financial SecurityI hope you enjoy the show!-Kevin Lao
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This is for general education purposes only and should not be considered as tax, legal or investment advice.
