• Protecting Retirement Savings from Legislative Shifts w/ Bob Carlson (Retirement Watch)

  • May 13 2024
  • Length: 1 hr and 5 mins
  • Podcast
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Protecting Retirement Savings from Legislative Shifts w/ Bob Carlson (Retirement Watch)

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  • Summary

  • How can rising tax rates and changes in Social Security impact your retirement planning? In this episode, Josh is joined by Bob Carlson, editor of Retirement Watch and a seasoned expert in retirement finance. They tackle the critical issues facing retirees today, from navigating potential tax hikes and understanding Medicare changes to strategic real estate investments and the expanding role of digital currencies. Josh and Bob discuss the implications of rising tax rates and how individuals can adapt their long-term tax strategies to safeguard their financial future. They dive into the shifting landscape of Medicare, particularly Medicare Advantage plans, and offer advice on evaluating these plans during open enrollment periods. The conversation also covers the importance of realistic longevity projections in retirement planning and the impact this has on Social Security and investment decisions. Bob shares his insights on the current state of the real estate market, highlighting different asset class trends and the transformation of commercial properties into residential spaces. They also explore the world of gold investments and the implications of central bank digital currencies on personal finance. Sign up for Bob's Newsletter here Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
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