On this episode of Retirement Coffee Talk, we look at advice from Kevin O’Leary, Mark Cuban, and Suze Orman. Is there anything here you can use?

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Only 25% of people use a financial advisor. What are the reasons the other 75% are hung up on?

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On this week's show:

• Is this a time to dial back your retirement account risk level?
• What is the average Social Security check?
• Three times when a IRA-to-Roth Conversion makes sense.

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On this week's episode:

• Do you have “one more year” syndrome?
• Everything you need to know about Required Minimum Distributions
• An IRA-to-Roth Conversion may help you save big in retirement taxes.

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Physician Assistant Rob Main joins us for the second part of our talk about health concerns in retirement including diabetes, weight loss, Ozempic and the new use of AI in healthcare.

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On this episode:

• Pros and cons of target date funds.
• The implications of inheriting IRAs.
• The importance of being prepared for market volatility.
• Overcoming hesitations about retirement spending.

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Are you aware of how your health can impact your retirement finances? Charisse Rivers explores the crucial connection between managing health and protecting wealth, as she chats with Rob Main of Rob Main Health and Wellness. Charisse & Rob delve into the benefits of concierge and direct primary care services, emphasizing their role in ensuring timely and comprehensive medical care. By addressing health issues early, these services can help prevent costly medical emergencies, ultimately safeguarding your financial well-being.

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You may have heard your 401(k) can become a “Tax Time Bomb” in retirement. How can you avoid it?

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