“It has to be customized to the individual,”: Digging Into Holistic Planning With Jason Smith, Pt. 1 | The Retirement Planner Podcast Ep. 5

“Where do taxes fit in? What's the Medicare cost we're discussing? And if I decide on a certain tax strategy, is that going to boost my Medicare premium?”

Retirees and pre-retirees often have lists of questions like these that they either want to get out ahead of or have learned tough lessons they want to avoid experiencing again. Retirement is a complex system of choices, many of which might have been simplified for you in your working years. Maybe HR took your taxes out of each check, and offered a specific set of healthcare plans with premiums auto-deducted every payday. But in retirement, taxes and healthcare costs can become direct, out-of-pocket expenses, and all those choices you make affect other factors in your overall financial picture.

Join Certified Financial Fiduciary Don Chamberlin as he discusses holistic retirement planning with C2P Enterprises and JJ Smith Group founder Jason Smith. They talk about their own history with holistic planning, their experiences helping retirees navigate the complicated system of retirement options, and factors for retirees to account for in their long-term plans.

Click this link to schedule your no-fee 20-minute Strategy Session with a Certified Financial Fiduciary®!

https://fb.chamberlin-group.com/podcast