
Today I join my friend and fellow financial advisor Rick Luchini as we talk about the 3 most common questions we get from people who want to pull the trigger on retirement.
Join us as we dig into:
- Strategies for bridging the Medicare gap if you retire under 65
- How we like to frame the conversation around "How much can I take out of my investments?"
- A controversial approach to Social Security Claiming
As well as a bonus, the one thing people are NOT asking:
"How do I plan for taxes in retirement?"
Learn more about Rick and myself at our websites:
Version: 20241125
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