Retirement Mailbag: Bonds, Long-Term Care, Inheritance & Tax-Free Income
My Retirement Clarity with Lee Perkins
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Show Notes
Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
Retirement planning rarely follows a straight line, and today’s listener questions prove it. In this special mailbag episode, Lee tackles real questions that reflect the decisions and uncertainties people face in retirement. Along the way, he addresses common retirement myths and shares his perspective on managing risk, keeping things simple, and enjoying life while you’re still healthy.
Here’s what we discuss in today’s show:
💰 Retirement Income Sources: Where bonds fit and where they don’t
👩 Single at 62: Prioritizing income, health, and simplicity
🛡️ Long-Term Care Planning: Why inheritances aren’t a strategy
🏢 Unexpected Job Loss: Options when work ends earlier than planned
⏰ Retirement Timing: Navigating different comfort levels between spouses
Want to set up a meeting with us? Visit us here: http://talkwithjp.com
Get more financial education at http://myretirementclarity.com