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Financial Myth Busters

Financial Myth Busters

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In this episode, Robin Whitlock and Gary Nolan discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional strategies. They explore common myths, such as the mortgage payoff myth, and the sustainability of fixed income in retirement. The conversation also covers the downsizing dilemma, the dangers of raiding retirement savings, and the critical importance of estate planning. Listeners are encouraged to maximize their retirement savings through strategies like 401k contributions and employer matches, while also considering the benefits of qualified charitable distributions. The episode concludes with a Q&A segment addressing listener concerns about property taxes and estate planning.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.
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