11/23/25 - The Best Strategies for Navigating Medicare and Wealth Management in Retirement

In this episode of "Straight Talk on Retirement," hosts Erin and Jeff Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan, focusing on preserving and growing assets, establishing income streams, and managing healthcare costs, including Medicare options. The hosts also discuss the benefits of rebalancing portfolios, tax strategies, and the emotional challenges of managing significant wealth. They encourage listeners to consult with financial professionals and stay informed about changing tax laws and investment strategies to pursue a confident retirement.

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