Understanding Step Up in Basis and Estate Planning

Fidelity released their 24th annual Retiree Health Care Cost Estimate, which revealed that a 65-year-old retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout retirement. We walk you through our thoughts on Fidelity's study and talk through how to financially plan for the retirement of your dreams. Then stick around as we answer your financial questions!

Please note: this episode was recorded live on September 16, 2025. The Financial Mutant survey referenced is now closed!

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