Joe Murphy discusses the often-overlooked assets that can significantly enhance retirement income. He emphasizes the importance of recognizing hidden financial gems such as life insurance policies with cash value, health savings accounts (HSAs), and collectibles. Joe explains how these assets can bridge income gaps, provide tax advantages, and serve as valuable resources for retirement planning. Through real-life examples and case studies, he illustrates how individuals can leverage these tools to secure a more comfortable retirement. Listener questions provide insights into evaluating investment fees and the importance of strategic financial planning, particularly regarding Roth conversions and annuities. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

See omnystudio.com/listener for privacy information.