6-28-25 - Are You Prepared for the Financial Challenges of Retirement?

In this episode of Straight Talk on Retirement, Erin and Jeff Lapidus, along with Robert Markham, walk listeners through important retirement planning topics. They address common concerns about Roth conversions, Social Security timing, and managing withdrawals with tax efficiency in mind. The team explains how to structure income, evaluate Medicare options, and plan for wealth transfer to heirs. They also clarify how advisory fees work and emphasize the importance of a long-term investment mindset. With clear, practical guidance, the hosts help listeners feel more prepared for the financial decisions that come with retirement.

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