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6-7-25 - Smart Strategies for Navigating Retirement Planning and Social Security Elections
Manage episode 491759826 series 3613353
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In this friendly episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Robert Markham, dive into key topics around retirement planning. They chat about creating strategies that align with your financial goals, the ins and outs of Social Security elections, and thoughtful ways to gift money to loved ones. The team shares real client stories, answers listener questions, and emphasizes the importance of long-term planning relationships. They also cover tips on avoiding scams, navigating Medicare, and understanding how to align investments with your goals—all in a warm, approachable style that makes financial topics more accessible.
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