Tatyana Bunich discusses the common financial mistakes that baby boomers make as they approach retirement. They cover topics such as misconceptions about Social Security, the rising costs of healthcare, the importance of tax planning, and the emotional aspects of financial decision-making. The discussion emphasizes the need for a comprehensive financial plan that includes income strategies, healthcare considerations, and tax efficiency to ensure a secure retirement. Call 888-843-0143. Visit F1 Wealth to learn more.

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Tatyana Bunich explores unconventional strategies for retirement planning. They discuss the potential of life insurance as a retirement asset, the benefits of health savings accounts, and how collectibles can serve as a financial resource. The conversation also covers the importance of reviewing old annuities, strategies for catching up on retirement savings, and the necessity of reassessing investment mixes as retirement approaches. Finally, they address the tough conversation of delaying retirement due to financial constraints. The discussion emphasizes the need for a cohesive approach to financial planning that considers tax implications, investment fees, and the overall well-being of clients as they transition into retirement. Call 888-843-0143. Visit F1 Wealth to learn more.

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Tatyana Bunich discusses essential truths about retirement planning that apply to everyone, regardless of their financial situation. They emphasize the importance of having a documented financial plan, understanding the impact of inflation, and the necessity of tax planning. The conversation also touches on the realities of job security, outdated financial advice, and the critical role of estate planning in ensuring a smooth transition of wealth. Additionally, they explore the connection between brain health and financial habits, highlighting the importance of a holistic approach to financial well-being. Tatyana shares insights on hybrid long-term care policies and the importance of legacy planning, particularly for families with limited resources. The episode concludes with a call to action for listeners to take charge of their financial futures. Call 888-843-0143. Visit F1 Wealth to learn more.

See omnystudio.com/listener for privacy information.