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Being Prepared for Retirement

Being Prepared for Retirement

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In this episode of Money Matters, Deb and Laurie discuss the newly introduced Trump accounts, which are tax-deferred investment accounts for children under 18. They explore the benefits of these accounts for estate planning and wealth transfer, emphasizing the importance of understanding the rules and potential impacts on family finances. The conversation shifts to the emotional aspects of retirement planning, highlighting the gap between retirement math and reality, and the need for flexibility in financial strategies. They also address the challenges of managing surprise expenses, the significance of structure in retirement, and the complexities of money conversations between couples. Overall, the episode provides valuable insights into effective retirement planning and the emotional dynamics that come into play.

Reach out to Deb and Laurie at 800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

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