5-24-25 - Planning Your Retirement Foundation: Income, Trusts, and More

In this episode of "Straight Talk on Retirement," Jeff Lapidus, a financial planner with over 45 years of experience, walks listeners through key retirement planning steps. He explains how to assess current spending, identify potential income sources such as Social Security and pensions, and build a clear financial plan. Jeff also discusses how life insurance, 529 plans, and trusts can play a role in managing assets and planning for loved ones. Listeners are encouraged to ask questions, and Jeff’s approachable guidance helps those nearing retirement feel more informed and prepared for the road ahead.

 

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