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Will the latest Social Security proposal work? | 60% of people are saying they will do what many people in retirement regret | How to protect your retirement from Uncle Sam | How much do you need to generate 100k a year in retirement?

Will the latest Social Security proposal work? | 60% of people are saying they will do what many people in retirement regret | How to protect your retirement from Uncle Sam | How much do you need to generate 100k a year in retirement?

Retirement Coffee Talk · Charisse Rivers

December 14, 202451m 2s

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Show Notes

On this week's show:

  • We figured out why the media says we need MILLIONS to retire comfortably.
  • There is a plan to push back when you can get your Social Security benefits.
  • Do you have “one more year” syndrome?
  • The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions.

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Topics

retirement planningsocial securityfinancial strategieswealth managementretirement incomefinancial advisorsinvestment strategiesretirement savingsRMDsRoth IRAtax strategiesfinancial advicetax planningretirement mythsfinancial literacy