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Retirement Curveballs and how to Handle Them

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Manage episode 475392606 series 2969076
Content provided by Broadcasting Experts, LLC and Prashant Sabapathi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Prashant Sabapathi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Retire Smart Maryland Radio, Jon DeFeo discusses the various curveballs that can impact retirement planning, including financial instability, healthcare costs, taxes, inflation, and estate planning. He emphasizes the importance of having a flexible retirement plan that can adapt to life's unexpected challenges. The conversation also covers strategies to mitigate these risks, such as creating a realistic spending plan, considering long-term care insurance, and exploring Roth conversions to manage tax liabilities. Jon highlights the need for proactive planning to ensure a secure and fulfilling retirement.

If you have any questions call Elite Income Advisors 800-653-8404

or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Retirement Curveballs and how to Handle Them (00:00:00)

2. TEASE AFTER SOUND EFFECT (00:00:02)

101 episodes

Artwork
iconShare
 
Manage episode 475392606 series 2969076
Content provided by Broadcasting Experts, LLC and Prashant Sabapathi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Prashant Sabapathi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Retire Smart Maryland Radio, Jon DeFeo discusses the various curveballs that can impact retirement planning, including financial instability, healthcare costs, taxes, inflation, and estate planning. He emphasizes the importance of having a flexible retirement plan that can adapt to life's unexpected challenges. The conversation also covers strategies to mitigate these risks, such as creating a realistic spending plan, considering long-term care insurance, and exploring Roth conversions to manage tax liabilities. Jon highlights the need for proactive planning to ensure a secure and fulfilling retirement.

If you have any questions call Elite Income Advisors 800-653-8404

or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Retirement Curveballs and how to Handle Them (00:00:00)

2. TEASE AFTER SOUND EFFECT (00:00:02)

101 episodes

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