June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more.

If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!

Here’s some of what we discuss in this episode:

0:00 – Intro

1:37 – Life insurance in retirement planning

5:56 – The retirement planning sweet spot

10:09 – Finding the right strategy for you

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

June recently appeared on TV to discuss Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice. As an elite member of his organization, June will share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:24 – Why this book?

5:23 – The power of life insurance

9:17 – Being proactive with your tax strategy

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:41 – Balancing retirement savings with other goals

5:57 – Preparing for potential changes to Social Security

9:39 – Life insurance as a tool for retirement planning

12:43 – Prioritizing between needs and wants + tools to keep on track

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z