8-30-25 - From Assets to Income: Crafting Your Retirement Game Plan

Straight Talk on Retirement with JBL Financial
30/08/2025 1h 48min Episodio 2535
8-30-25 - From Assets to Income: Crafting Your Retirement Game Plan

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Episode Synopsis

In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham answer listener questions and share practical strategies for those nearing or in retirement. They discuss Social Security and spousal benefits, home purchase considerations, and how to handle inheritances thoughtfully. The Retirement Coaches also explain Medicare updates and ways to simplify estate transfers and avoid unnecessary probate.

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