5-3-25 - The Greatest Regrets People Face as They Approach Retirement

In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Rob Markham, offer practical, reassuring guidance for those nearing retirement. They discuss recent changes in tax laws, estate planning, and the importance of keeping beneficiary designations current. The hosts also cover Medicare enrollment and prescription drug coverage, while highlighting the value of proactive planning, thoughtful asset management, and maintaining strong family connections. Drawing on decades of experience, they walk listeners through common concerns and share actionable steps to help plan for income, manage healthcare costs, and support a smooth transfer of wealth.

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