058. Confident Retirement in a Changing Economy
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058. Confident Retirement in a Changing Economy
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About this listen
Barry Watts and Ralph Hipp discuss the impact of the government shutdown on retirement planning. Barry argues that the shutdown is beneficial, as it highlights non-essential government roles. He emphasizes the importance of tax strategies, stress-testing portfolios, and having a retirement income plan. Jeremy Zickefoose explains the concept of a "sitting on the porch" number to determine retirement income needs. They also discuss Social Security strategies, including claiming benefits at the right age and considering spousal benefits. Barry advises on managing required minimum distributions (RMDs) and the importance of life insurance for long-term care
Be sure to listen to Watts on Wealth with Barry Watts every Sunday at 8:30am on Springfield’s Talk 104.1 FM
- 058. Confident Retirement in a Changing Economy -
“Thank you for Listening” - J. Barry Watts
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