Apr 16 2024 18 mins 1
In this episode, Kevin discusses the importance of starting retirement planning early, regardless of your age. He emphasizes the need for estate planning documents like wills and power of attorney, and explains how these documents can protect your assets and your family.
Kevin also dives into strategies for maximizing your income in retirement. He covers topics like:
- Guaranteed income options to protect against inflation
- Annuity reviews to see if you can get a better deal
- Rebalancing your portfolio to take advantage of high interest rates
- Legacy planning to ensure your wishes are carried out
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