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The Retirement Planning Checklist

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Manage episode 429707831 series 2965563
内容由Broadcasting Experts, LLC and Fred Saide提供。所有播客内容(包括剧集、图形和播客描述)均由 Broadcasting Experts, LLC and Fred Saide 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs. Saide also explores the challenges facing Social Security and potential solutions, including tax reforms and entitlement adjustments. He highlights the importance of tax allocation planning and the need for certainty in tax regulations.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

102集单集

Artwork
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Manage episode 429707831 series 2965563
内容由Broadcasting Experts, LLC and Fred Saide提供。所有播客内容(包括剧集、图形和播客描述)均由 Broadcasting Experts, LLC and Fred Saide 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs. Saide also explores the challenges facing Social Security and potential solutions, including tax reforms and entitlement adjustments. He highlights the importance of tax allocation planning and the need for certainty in tax regulations.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

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