Jun 9, 2023
Today we’re going to talk through some hot topics, picking through recent communication with clients over the last several months. There are some recurring themes that a lot of people are asking about right now so let’s take some time to address them all right here on the show.
Here are some of the things we discuss in this episode:
0:53 – Should we be making investment changes in this current economic environment?
3:08 – With long term care insurance premiums going up, should we cancel the policy?
4:37 – How much of your inheritance should you set aside for taxes?
7:00 – On the case with Heath: Estate planning
13:05 – Mailbag question on selling your home to rent in retirement
14:37 – Mailbag question on Rule of 100
15:57 – Mailbag question on financial issues for a second marriage
17:00 – Myth busting with Matt: Social Security will run out of money
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