Your Retirement Checklist

In this conversation, Jackie Selby and Tim Travis discuss various aspects of retirement planning and financial management. They emphasize the importance of having a written plan and considering factors such as investment allocation, risk tolerance, and savings vehicles. They also discuss the significance of creating a spending plan and determining how much can be spent in retirement. The conversation covers topics like healthcare costs, tax planning, wills and trusts, and social security strategies. They also address the importance of open communication between spouses and the potential benefits of side gigs and annuities in supplementing retirement income. The conversation concludes with a discussion on long-term care insurance and the role of a fiduciary financial planning team. Reach out to Bruce & Tim at (800) 796-9912 or  https://www.premierswplanning.com/ https://www.ttvalueinvesting.com/See omnystudio.com/listener for privacy information.