• Don't Be Like This Guy In Retirement

  • Sep 2 2024
  • Length: 19 mins
  • Podcast

Don't Be Like This Guy In Retirement

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  • Summary

  • In this conversation, Greg & Danny talk about the benefits of using a financial advisor to plan for retirement by relating a story from a retired boomer who regrets not using one. The main themes covered include the need for long-term care planning, the importance of investment diversification, the impact of taxes in retirement, and the timing of Social Security benefits. The hosts emphasize the importance of having a comprehensive retirement plan that addresses these key areas.
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