• 2025-05-03 Episode 169

  • May 3 2025
  • Duración: 47 m
  • Podcast

2025-05-03 Episode 169

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  • Resumen

  • On this week's episode, Jon DeFeo discusses common risky assumptions people make about retirement planning. Jon emphasizes the importance of having a comprehensive plan that accounts for market volatility, inflation, and personal circumstances. The discussion covers various assumptions such as relying on market performance, the impact of inflation, the feasibility of working longer, and the potential reliance on family support. Jon also explores opportunities that arise during down markets, including tax loss harvesting and the benefits of higher annuity rates.

    If you have any questions call Elite Income Advisors 800-653-8404

    or click here to visit our website.

    Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

    See omnystudio.com/listener for privacy information.
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