Make the Tough Decisions NOW!
Manage episode 374929561 series 3468502
Brian and Jeff discuss retirement planning strategies, emphasizing the importance of making tough decisions, designing personalized plans, and investing wisely. They also discuss the need to plan for unforeseen life events, such as disability or job loss, and the potential impact on retirement income. The speakers highlight the importance of balancing protected investments with risk investments, utilizing annuities with income riders, and prioritizing tax-free growth. They agree that generosity and giving back to the community are key components of a fulfilling retirement.
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157 episodes