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Tariffs and Taxes: What Do They Mean for Retirees?
Manage episode 488006912 series 3561293
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Retirement is often a maze of financial decisions, but are you building the right safeguards for your future? Mike Douglas goes through the impact of tariffs, market timing, and the shifting taxation landscape affecting retirees. Highlighting strategies to preserve wealth and segment financial plans, listeners gain insights into managing their "old money" and planning for generational transitions amidst ever-changing economic challenges. From navigating tax burdens to preparing for unexpected market shifts, the discussion centers on creating a sustainable financial moat around your retirement nest egg. Whether dealing with tariffs, volatile markets, or passing wealth to beneficiaries, Mike helps untangle the complexities facing today’s retirees.
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