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The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)
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June Horne에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 June Horne 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more.
If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!
Here’s some of what we discuss in this episode:
0:00 – Intro
1:37 – Life insurance in retirement planning
5:56 – The retirement planning sweet spot
10:09 – Finding the right strategy for you
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv
Schedule an appointment: https://www.tag-pa.com/contact
Find us on YouTube: https://bit.ly/3SLNt4Z
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