This episode of The Absolute Retirement Planning Show delves into the complexities of retirement finances, focusing on the realities of living on a fixed income, the potential changes in expenses, and the importance of risk management in investment portfolios. The discussion also covers strategies for optimizing Social Security benefits and the considerations for downsizing in retirement. The hosts emphasize the need for personalized financial planning to navigate these challenges effectively. In this conversation,  Will and Jackie discuss the critical aspects of retirement planning, emphasizing the importance of not only financial security but also psychological and social well-being in retirement. He draws lessons from historical figures to illustrate the risks of overextending oneself and the necessity of having a solid plan in place. The discussion also covers strategies for optimizing Social Security benefits, understanding Qualified Charitable Distributions, and the value of comprehensive financial reviews to ensure a secure retirement. Reach out to Will at 877-524-2677 or  https://absolutewealthmanagementllc.com/See omnystudio.com/listener for privacy information.

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