Are you prepared for the five worlds of money in retirement?
In this episode of “Relax, It’s Retirement,” Josh Leonard explores the distinct but interconnected areas crucial to a successful retirement plan. He dives into income planning, investment strategies, the importance of health and legacy planning, and of course, those pesky taxes. With real-life examples and practical tips, Josh provides insights on making the most of your social security, planning for long-term care, and optimizing your tax scenarios. He debunks myths about social security and explores ways to ensure your financial future is secure and well-planned.
Josh discusses:
- Income planning essentials and pension options
- Navigating social security concerns and strategies
- Investment planning for a long, confident retirement
- Crafting an efficient legacy plan
- Health planning and managing long-term care costs
- Tax planning and the benefits of Roth conversions
- And more
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No transcript available.
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