In this episode, Kevin discusses the importance of starting retirement planning early, regardless of your age. He emphasizes the need for estate planning documents like wills and power of attorney, and explains how these documents can protect your assets and your family.
Kevin also dives into strategies for maximizing your income in retirement. He covers topics like:
- Guaranteed income options to protect against inflation
- Annuity reviews to see if you can get a better deal
- Rebalancing your portfolio to take advantage of high interest rates
- Legacy planning to ensure your wishes are carried out
Get your FREE Portfolio Review TODAY!
See omnystudio.com/listener for privacy information.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Death, Sex & Money
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.