Knowledge Is Power When It Comes to Financial Planning

04/03/2025 17 min
Knowledge Is Power When It Comes to Financial Planning

Listen "Knowledge Is Power When It Comes to Financial Planning"

Episode Synopsis

This conversation discusses the importance of retirement planning, focusing on annuities, social security, and tax strategies. They emphasize the lessons learned from historical figures like Babe Ruth regarding guaranteed income and the need for proactive financial planning to secure a stable retirement income. The discussion also highlights the risks associated with social security and the importance of understanding tax implications for inheritance and retirement income. Get Your Complimentary Retirement Analysis Social Media:  Facebook I Twitter See omnystudio.com/listener for privacy information.