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How much insurance do you really need in retirement? | Should your investing habits change as you near retirement? | What can we learn about income planning from Jimmy Buffet? | Why taxes are not a do-it-yourself project

Author
Greg Aler
Published
Sat 30 Sep 2023
Episode Link
https://omny.fm/shows/expedition-retirement-by-golden-reserve/how-much-insurance-do-you-really-need-in-retiremen

  • How much insurance is necessary past the age of 60?
  • 85 Trillion dollars will pass from boomers to their heirs. How will you handle those decisions?
  • Watch out for “The Name Game” in the financial industry.
  • Only 5% of Jimmy Buffet’s wealth came from his music. How did he create his other income and what can we learn from it?
  • How the Golden Reserve Tax Map can help you from making a big tax mistake.     

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