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Planning for the Challenges of Retirement
Episode 123

Planning for the Challenges of Retirement

Elevate Your Wealth with Mark Stimpson and Casey Elkins · Mark Stimpson, Casey Elkins

December 20, 202548m 55s

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Show Notes

This episode of Elevate Your Wealth Mark Stimpson, Casey Elkins, Carl Roth, and Steve O'Flynn discuss the complexities of retirement planning, focusing on the challenges of unretirement, the implications of living longer, and the critical decisions surrounding Social Security. The hosts emphasize the importance of having a personalized retirement plan that addresses both financial and emotional aspects of retirement, highlighting the need for strategic planning to ensure financial security in later years.

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Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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Topics

RetirementRetirefinanceInvestbudget401kTSP403bIRAstockbondmoneymarketplaneducationmedicaremortgageRMDrequiredminimumdistributionsocialsecuritytaxlongtermcareinsuranceriskincomevolatilityadvisoradviser