Facts vs. Fiction in Retirement Planning

in this video:

From the truths about making large purchases in retirement to whether you really need to pay off your mortgage before you stop working, I’m sharing years of financial expertise to challenge a few retirement myths so you can make balanced, informed decisions. We’re talking strategies for charitable giving, clearing up misconceptions about reverse mortgages, and explaining why inflation may be your biggest risk in retirement. 

If you’re looking for practical advice on enjoying your savings while still planning for the long run, or if you want to protect yourself from financial scams and fraud, this episode is full of actionable tips to build your financial confidence for the years ahead.

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Five Reasons a Brokerage Account Might Be Better Than an Annuity for Your Investments

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Seven Smart Reasons to Leave Your Old 401(k) with a Previous Employer