11/30/24 - Retirement Planning: Because “I’ll Figure It Out Later” Isn’t a Strategy!

In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into essential retirement planning strategies for those nearing retirement. They emphasize the importance of a comprehensive financial game plan, focusing on asset preservation, reliable income generation, and healthcare considerations, particularly Medicare enrollment. 

The hosts discuss a case study of a couple, Tom and Toni, who have accumulated significant retirement assets. They outline strategies to meet their income needs, including managing healthcare costs through COBRA and marketplace options. Key topics include the impact of tax planning, the importance of maintaining liquidity, and the benefits of Health Savings Accounts (HSAs).

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