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Ensuring Market Protection for Retirement
Manage episode 430312001 series 3561334
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Episode Takeaways:
- Having market protection in place is key for retirement planning.
- Annuities can provide guaranteed income but should not make up 100% of one's assets.
- Social Security optimization involves considering factors such as health, hereditary, and personal financial needs.
- Working with a trusted advisor and having a comprehensive financial plan can provide peace of mind in retirement.
- The decision to retire involves considering financial needs, lifestyle adjustments, and the transition into a new phase of life.
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