Unlocking the Secrets of Year-End Retirement Planning

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Unlocking the Secrets of Year-End Retirement Planning

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概要

Ready to take your retirement game plan to the next level? In this episode of “Retire Right with Kevin Wade,” we go beyond the basics and dive into the overlooked strategies that could make a big impact as the year winds down. Kevin and Bruce unpack essential moves like Roth conversions, tax-efficient giving, and how to avoid costly mistakes with RMD deadlines. If you’re wondering what savvy savers and smart retirees are doing right now to stay ahead, you won’t want to miss this conversation.

Thinking you’ve already got your ducks in a row? Think again! From health care costs that can sneak up on you, to debt decisions and the emotional side of retirement readiness, Kevin reveals the questions every future retiree should ask—and the checklist you’ll wish you had. Plus, get to know Kevin in a fun rapid-fire round and learn how you can snag his exclusive retirement toolkit. Tune in for expert tips, candid stories, and actionable ideas that could make all the difference for your future.

In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.

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