Building a Sustainable Retirement Plan

24/09/2024 18 min
Building a Sustainable Retirement Plan

Listen "Building a Sustainable Retirement Plan"

Episode Synopsis

Steve and Derrick discuss the implications of falling interest rates on retirement planning, the importance of refinancing retirement, and the fears surrounding income security in retirement. They emphasize the need for long-term care planning and estate planning to secure one's legacy. The discussion highlights the interconnectedness of financial planning, tax strategies, and estate planning, urging listeners to take proactive steps in managing their financial future. PROTECT YOUR RETIREMENT SAVINGS: CLICK HERE TO BOOK YOUR MEETING TODAYSee omnystudio.com/listener for privacy information.