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Episode Show Notes:
Having certainty in retirement is always the goal, but life just doesn’t allow for that. There are unforeseen circumstances that will undoubtedly arise in each of our lives, so how do you prepare for questions that don’t have answers yet? We’ll dive into the unpredictable world of financial planning and talk about how to stay informed and adaptable in retirement.
The episode further explores the often-overlooked implications of taxes on retirement planning. We trace the history of tax rates, their evolution over time, and highlight why strategic tax planning holds the key to a comfortable retirement. Ever wondered about the other ways the government can dip into your funds? We shed light on Social Security and Medicare surcharges, underscoring the need for a specialized financial professional to navigate these complexities.
Here’s some of what we discuss in this episode:
- What economic indicators should you be paying attention to?
- Recent trends in consumer spending and inflation.
- Positioning yourself so a recession early in retirement isn’t devastating.
- Preparing for an uncertain future in healthcare.
- Tax planning without knowing what future rates will look like.
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Ask Craig & Jennifer a question by emailing: info@maestrowealth.com
