On this week's episode of the Retirement Matters Podcast, we delve into the intricate world of taxation. Interestingly, although we didn't explicitly mention it in the show, our discussion starts with inflation. If you think about it, inflation can be seen as a form of taxation. From there, we move on to healthcare expenses. Many people worry about Medicare choices and long-term care, including the potential risk of losing their family home or cherished land. We explore some strategies to address these concerns and invite you to reach out to our team for personalized advice.

Next, we tackle the topic of taxes, discussing why we believe tax rates are likely to rise. While we don't focus on specific strategies to lower your taxes in this episode, we encourage you to seek out opportunities to manage them effectively. If you need further assistance, don't hesitate to give us a call at 270-600-PLAN. We're here to help!

If you have questions, give our team a call! 270-600-PLAN We're here to help!

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Always remember to Save Money, Plan Well and Live Happy in retirement.

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.