In this episode, Ron Ray discusses the critical aspects of financial health and retirement planning, emphasizing the importance of Social Security, effective management of unexpected windfalls, and the necessity of estate planning. He also highlights the often-overlooked tax implications that retirees face, providing insights into how to navigate these challenges for a secure financial future.
Find out more about Ron and the teams, as well as setting up a complimentary time to speak with them, by reaching out to Turning 65 Solutions and Homestead Family Wealth.
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