9/28/24 - How to Manage Assets for Future Generations!

In this episode of "Straight Talk on Retirement," hosts Jeff and Erin Lapidus, along with Robert Markham, dive into essential retirement planning strategies. They focus on managing assets, creating reliable income streams, and addressing healthcare needs, particularly Medicare options. The hosts preview their October newsletter, which includes articles on the decline of family farms, Medicare choices, the importance of wills, and tax-friendly retirement plans for the self-employed. They also discuss a case study of a couple planning for retirement, emphasizing the importance of a structured financial plan. The episode reassures listeners with clear, actionable advice tailored to their life stage.

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