3/15/25 - How to Build a Reliable Game Plan for Your Retirement

In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Robert Markham, explore key strategies for retirement planning. They emphasize the value of a structured financial plan focused on preserving assets, planning for income, and addressing healthcare needs. The hosts discuss Roth IRA conversions, staying invested through market shifts, and prioritizing high-interest debt. They also break down considerations around Medicare Advantage plans. With thoughtful planning and experienced guidance, listeners can feel more prepared for what’s ahead

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