Retirement Answer Man cover image

Elder Care Options for Singles

Retirement Answer Man

00:00

Navigating Elder Care and Retirement Planning

This chapter explores the hurdles faced by individuals with moderate estates in accessing legal and financial management services, particularly regarding power of attorney and fiduciary options. It emphasizes the importance of personalized retirement strategies, considering individual circumstances and risk tolerances, as well as the impact of financial decisions on heirs. Additionally, practical insights into navigating 401k distributions and utilizing Net Unrealized Appreciation are provided to maximize retirement readiness.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app