Description
Marty discusses the realities of retirement planning, highlighting common mistakes retirees make, such as underestimating expenses and not factoring in healthcare costs. He emphasizes the importance of maximizing social security benefits, implementing proactive tax strategies, and planning for long-term care. The discussion also touches on financial criminals and the lessons that can be learned from their actions, underscoring the need for careful investment and financial planning. Marty delves into the world of financial criminals, exploring infamous figures like Elizabeth Holmes, John Dillinger, and DB Cooper. They discuss the lessons that can be learned from these criminals' actions, particularly in the context of retirement planning and investment strategies.
Reach Marty at 888-519-9096.
Smart Money Solutions
www.smartmoneysolutionsmn.com
See omnystudio.com/listener for privacy information.
Marty discusses the essential strategies for wealth preservation and retirement planning. He emphasizes the importance of having a financial plan, diversifying investments, maintaining an emergency fund, and implementing effective tax strategies. The discussion also highlights the role of...
Published 11/22/24
Marty addresses the realities of retirement planning, emphasizing the importance of meeting concerns such as market volatility, Social Security, health, and inflation. The discussion also touches on political concerns and the dynamics of family gatherings during the holidays, highlighting the...
Published 11/15/24