The Five Worlds of Money in Retirement (Ep. 83)

By Relax, It's Retirement | December 31, 2024

Are you prepared for the five worlds of money in retirement?

In this episode of “Relax, It’s Retirement,” Josh Leonard explores the distinct but interconnected areas crucial to a successful retirement plan. He dives into income planning, investment strategies, the importance of health and legacy planning, and of course, those pesky taxes. With real-life examples and practical tips, Josh provides insights on making the most of your social security, planning for long-term care, and optimizing your tax scenarios. He debunks myths about social security and explores ways to ensure your financial future is secure and well-planned.

Josh discusses:

Income planning essentials and pension options
Navigating social security concerns and strategies
Investment planning for a long, confident retirement
Crafting an efficient legacy plan
Health planning and managing long-term care costs
Tax planning and the benefits of Roth conversions
And more