The conversation discusses retirement planning changes, including revised rules for rainy day savings, adjusted 401k limits for older workers, and Roth 401k. The hosts emphasize the importance of checking employer contributions and having emergency funds. They also address the impact of student loan debt on retirement planning. The conversation then transitions to timeless tips, such as delaying Social Security and choosing the right place to retire. The hosts highlight the need to account for inflation and healthcare costs in retirement planning. The segment concludes with a preview of the next segment on important retirement planning questions and answers. In this conversation, Kevin and Robin discuss important factors to consider when planning for retirement. They also address specific questions from listeners regarding asset allocation, program fees, and transferring income from qualified annuities.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
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