Optimal Finance Daily - Financial Independence and Money Advice cover image

2584: 5 Ways to Solve Your Top Retirement Concern - Outliving Your Money by Kathleen Coxwell of New Retirement on Financial Security

Optimal Finance Daily - Financial Independence and Money Advice

00:00

Strategies for Ensuring Financial Security in Retirement

This chapter covers five strategies financial planners use to help clients prepare for retirement and reduce the risk of outliving their money. Topics include lifestyle spending impact, living situation strategies, healthcare cost planning, tax savings strategies, and portfolio diversification. The chapter also addresses unexpected events that could impact retirement planning, such as long-term healthcare concerns, caring for aging relatives, and job loss.

Play episode from 02:45
Transcript

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