The conversation covers the topic of retirement planning, financial regrets, and the role of annuities in retirement income planning.

Wealth Health Radio with Joe Murphy

English - May 17, 2024 19:22 - 53 minutes - 48.7 MB - ★★★★★ - 1 rating
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Previous Episode: Have a Solid Plan When You Retire

Next Episode: Joe Murphy discusses the financial and economic stories that are causing concern and confusion.

The conversation covers the topic of retirement planning, financial regrets, and the role of annuities in retirement income planning. It emphasizes the importance of early retirement planning and the impact of inflation and market volatility on retirement savings. The discussion also delves into the different types of annuities and their suitability for retirement income strategies. It also explores important milestones such as age 50, 55, 59 and a half, 62, 67, 70, 70 and a half, and 73, discussing their significance in retirement planning, Social Security, RMDs, and QCDs. The conversation emphasizes the importance of planning, tax efficiency, and optimizing retirement benefits. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

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