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The Magic Savings Number for Retirement Has Dropped! | A 90-Year-Old Runs into a Huge Tax Problem! | Studies Show if You Do THIS, You Will Have More to Spend in Retirement

The Magic Savings Number for Retirement Has Dropped! | A 90-Year-Old Runs into a Huge Tax Problem! | Studies Show if You Do THIS, You Will Have More to Spend in Retirement

Retirement Coffee Talk · Charisse Rivers

June 7, 202549m 46s

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Show Notes

On this episode:

  • For the first time in memory, the number you need for retirement has dropped! Why?
  • This 90-year-old missed a simple tax move that is now costing him thousands.
  • Many of the people who spend more in retirement have this in common.

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Topics

retirement planninginflationinvestment strategiesbondsRoth conversionRMDsfinancial adviceretirement fearsretirement costsretirement consultationretirementsocial securityincome planningfinancial planningtaxessimplifying finances