Eric Kearney and Joseph Lanza discuss the current state of retirement planning, emphasizing the importance of having a solid financial plan and multiple income streams.
Description
Eric Kearney and Joseph Lanza discuss the current state of retirement planning, emphasizing the importance of having a solid financial plan and multiple income streams. He highlights the psychological effects of transitioning into retirement, the need for financial literacy, and the significance of understanding expenses and healthcare costs. The conversation also touches on the importance of consolidating retirement accounts and being proactive in financial planning to avoid common pitfalls that could derail retirement dreams. Additionally, they address health insurance considerations and the evaluation of annuities as part of a retirement income plan, concluding with insights on strategic Roth conversions. Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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United States
