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Aug 8, 2020 33 min

Retirement Planning - Must Do's & Why

from Live with Vickie & Senior Solutions Hosted by Vickie Owens

Join Vickie Owens and Gerard Charles as they discuss Retirement Planning - the Must Do's & Why Income: Financial planning – How much do you need?  Check your projected SS  Financial tools for retirement saving (Annuities, IUL, 401ks, 403bs, etc.)  Clearing debt Expense:  Healthcare – Medicare  Long term care  Residential Legacy Plan  Wills Guest: Gerard Charles, CEO of Gerard Charles International, Executive Director and Independent Associate for Legal Shield. Email: [email protected] Contact Vickie L. Owens Senior Benefits Consultant and Healthcare Advocate Phone: 281.849.8373; Mobile: 713.444.3269 Retirement | Medicare Supplements |Life | Final Expenses |Dental | Vision “Helping Americans become healthier and wealthier one step at a time” The solutions you need; the personal care and service you deserve. ~Not affiliated with the U. S. government or Federal Medicare program. A licensed agent may contact you regarding insurance-related information. Certain exclusions and limitations may apply.

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This episode is 33 minutes long.

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This episode was published on August 8, 2020.

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