In this episode of Straight Talk on Retirement, Jeff and Erin Lapidus—along with Medicare and insurance coaches—answer listener questions about retirement assets, Medicare choices, and income planning. They explain how life events and financial decisions can impact Medicare premiums and Social Security benefits, and share strategies to help manage taxes and plan income effectively. The team highlights the value of a well-rounded approach to retirement—balancing finances with charitable goals, relationships, and personal priorities. With relatable stories and straightforward guidance, this episode helps those nearing or in retirement feel more informed and prepared for the decisions ahead.

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