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The Retirement Planning Checklist
Manage episode 429707831 series 2965563
In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs. Saide also explores the challenges facing Social Security and potential solutions, including tax reforms and entitlement adjustments. He highlights the importance of tax allocation planning and the need for certainty in tax regulations.
Reach Fred at 800-593-8188.
See omnystudio.com/listener for privacy information.
100 episodes
Manage episode 429707831 series 2965563
In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs. Saide also explores the challenges facing Social Security and potential solutions, including tax reforms and entitlement adjustments. He highlights the importance of tax allocation planning and the need for certainty in tax regulations.
Reach Fred at 800-593-8188.
See omnystudio.com/listener for privacy information.
100 episodes
All episodes
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