Aaron Wright discusses how to effectively prepare for retirement amidst economic uncertainties. They explore various strategies for crisis-proofing retirement plans, the importance of emergency funds, and the role of diversification in investment. The discussion also delves into behavioral finance, highlighting how emotions can impact financial decisions. Additionally, they cover the benefits of life insurance as a versatile tool for retirement planning and address common concerns regarding estate planning and tax strategies, including Roth conversions and managing required minimum distributions (RMDs).  Visit Personalized Retirement Planners to learn more. Call 844-410-5400See omnystudio.com/listener for privacy information.

Ver todos los episodios