2/1/25 - Retirement Planning: Don’t Let Your Money Run Away Like a Bad Date!

In this episode of "Straight Talk on Retirement," Erin Lapidus, President of JBL Financial Services, alongside her father Jeff Lapidus and husband Robert Markham, delve into key retirement planning strategies. They discuss asset management, income streams, and healthcare coverage, emphasizing the importance of a comprehensive financial plan. The episode features a caller named Rick, who seeks advice on Medicare enrollment, and a case study involving a couple, Joe and Jill, contemplating retirement. The hosts also highlight the benefits of consulting professionals for personalized advice, ensuring listeners feel informed and reassured about their financial future.

 

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