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Why Better Questions Build Better Retirements (Part 1)

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Manage episode 521304413 series 3378480
Content provided by Liz Whitteberry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liz Whitteberry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most retirees think they’re asking the right questions, but the most common ones are often framed in ways that lead to incomplete or misleading answers. In this episode, Liz walks through several of the top retirement questions people ask and explains how to reframe each one so the answer actually helps you make better decisions. Learn how to ask better questions so you can make smarter, more confident decisions for your retirement!

Here’s some of what we discuss in today’s show:

“How Much Do I Need?” Reframed: shifting the focus from savings totals to income needs

Long-Term Care Insurance: evaluating options instead of simply “rolling the dice”

Maximizing Returns: focusing on keeping your money, not chasing the highest return

Finding Value in Advice: looking beyond “lowest fees” to find true value

Minimizing Lifetime Taxes: why lowering this year’s bill isn’t always the smartest move

Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 521304413 series 3378480
Content provided by Liz Whitteberry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liz Whitteberry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most retirees think they’re asking the right questions, but the most common ones are often framed in ways that lead to incomplete or misleading answers. In this episode, Liz walks through several of the top retirement questions people ask and explains how to reframe each one so the answer actually helps you make better decisions. Learn how to ask better questions so you can make smarter, more confident decisions for your retirement!

Here’s some of what we discuss in today’s show:

“How Much Do I Need?” Reframed: shifting the focus from savings totals to income needs

Long-Term Care Insurance: evaluating options instead of simply “rolling the dice”

Maximizing Returns: focusing on keeping your money, not chasing the highest return

Finding Value in Advice: looking beyond “lowest fees” to find true value

Minimizing Lifetime Taxes: why lowering this year’s bill isn’t always the smartest move

Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

  continue reading

81 episodes

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