12/7/25 - From Inheritance to Income: Making the Most of Your Financial Assets

In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Marcum delve into essential retirement planning topics. They discuss the importance of creating a reliable income stream, managing healthcare costs, and planning for long-term care. The hosts emphasize the need for a comprehensive game plan that includes liquidity for emergencies and planned expenses. They also address the complexities of transitioning to Medicare and the significance of regular reviews of estate planning documents. Through real-life case studies and listener questions, the episode offers practical, reassuring advice to help listeners navigate their retirement planning with confidence.

 

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