4-26-25 - Strategies for Navigating Your Retirement Financial Plan

In this episode of "Straight Talk on Retirement," Jeff Lapidus, Erin Lapidus, and Rob Markham walk listeners through key retirement planning topics. They discuss managing cash flow, making the most of Social Security, and understanding Medicare Advantage plans, while simplifying complex tools like annuities and life insurance. The hosts highlight the value of tailored strategies, up-to-date legal documents, and awareness of tax implications. Listener questions explore real-life concerns like Roth conversions and inherited IRAs. With straightforward guidance and relatable insights, the team helps listeners feel more prepared to navigate their retirement plans.

 

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