Overcoming the Fear of Running Out of Money in Retirement | Do You Have a “Newark” Portfolio? | These RMDs Are Killing Me!
Fire Your Financial Advisor by Golden Reserve · Greg Aler
May 31, 202556m 22s
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Show Notes
On this episode:
- Developing a “pension-like” income.
- Is your Financial Advisor communicating or are you in a blackout?
- A possible snag in the IRA-to-Roth conversion.
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Topics
retirement planningincome planningRoth IRAtax strategiesfinancial advisorretirement incomeMedicarefinancial literacyretirement fearsinvestment strategiesTarget Effectfinancial systemsfee analysisRMDstax planningestate planning