7-26-25 - Smart Strategies for Retirement Planning: IRAs, Roths, and Real Questions Answered

In this episode of Straight Talk on Retirement, Erin Lapidus and Robert Markham walk through key retirement planning topics, including managing IRA withdrawals, making strategic use of Roth accounts, and evaluating life insurance and Medicare options. They answer real listener questions about asset allocation, gifting, and handling inheritances—always emphasizing practical steps to manage tax exposure and plan for income. Erin and Robert offer clear, approachable guidance to help those nearing or in retirement feel more prepared as they navigate their financial and healthcare decisions.

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