In This Episode:
Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
Dive deep with us in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. Every truth that we discuss today needs to be taken into consideration and we’ll talk about why and how we do that with the people we work with.
Here’s are the universal truths we’ll break down:
- Everyone needs an income plan.
- Everybody needs a plan to address long-term care issues.
- Money sitting in cash isn’t keeping up with inflation.
- Tax implications matter.
- Estate planning isn’t just for the wealthy.
Make sure you check out our YouTube channel to get more financial education: https://bit.ly/45kJlwI
