Episode Synopsis "Gifting strategies can help manage the upcoming wealth transfer"
Rick Hughes discusses various aspects of retirement planning, focusing on the importance of education, understanding investment strategies, and navigating Medicare and Social Security. He will emphasize the need for a customized retirement plan that considers individual goals, market conditions, and potential future changes in legislation. Get to know the Hughes team and schedule a time to speak with them at https://hughesretirementgroup.com/See omnystudio.com/listener for privacy information.
Listen "Gifting strategies can help manage the upcoming wealth transfer"
More episodes of the podcast The Retirement Playbook
- More Than Money: Finding Purpose After the Paychecks Stop
- Balancing Risk and Security in Portfolios
- Income Planning in Retirement
- What are you doing to create income?
- You don't want to try to time the markets
- The 4% Rule: Is It Still Relevant?
- Medicare can be very confusing
- Navigating the 401k Maze
- Social Security is rental money
- Taxes and Income in Retirement
- Fees and commissions vary, and both have their benefits
- The Role of Annuities in Retirement Income
- Gifting strategies can help manage the upcoming wealth transfer
- Understanding the 60-40 Portfolio
- Diversification is key to protecting retirement assets
- The 4% rule doesn't apply to everyone
- Navigating the New Reality of Retirement
- Gifting strategies can help manage the upcoming wealth transfer
- Retirement Myths Debunked
- Do you trust the government completely?
- Claiming Social Security Benefits With A Strategy!
- It's not just about making money; it's about keeping it.
- Navigating Medicare and Financial Strategies
- Market Trends and Investment Strategies
- Navigating Medicare: What You Need to Know
- Understanding Medicare Options
- Medicare Changes: What You Need to Know
- The Risks of Early Withdrawals