Game Changer Retirement Radio Jerry Linebaugh

The conversation continues Jerry addresses to key factors that affects your retirement portfolio: volatility and tax. The focus is on the importance of Roth conversions and other strategies to achieve tax-free growth, income, and passing. The three buckets of retirement wealth are explained: tax-deferred, taxable, and Roth. The potential increase in tax rates and the negative impact of passing tax debt to non-spouse beneficiaries are highlighted. The conversation also touches on estate planning and the importance of having the right documents in place to avoid complications and probate.
 

In this episode of Game Changer Retirement, Drew Grunwald and Jerry Linebaugh discuss the changes in retirement expenses over the past 10 to 20 years. They highlight the impact of technological advances, inflation, and emerging expenses like autonomous driving. They emphasize the need for retirees to plan for future expenses and seek professional advice. The conversation also touches on the role of AI in investment decisions and the importance of tax planning and estate planning. Don't miss this tewo part podcast. 
 
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If you have a 401k, IRA, pension, home, investments or any other savings or valuable assets having an Estate Plan is vital.
This episode Jerry talks about how power of attorney is often misunderstood and crucial for estate planning. Listing a spouse as a beneficiary in a 401K does not grant them power of attorney. It is important to update power of attorney documents to ensure that assets can be managed in the event of incapacitation. Giving equal power of attorney to multiple individuals can lead to disagreements and complications. Springing power of attorney can be used to limit the power unless certain conditions are met. Estate planning can also be used for college funding and tax advantages.  Don't miss this informative epsiode of Game Changer Retirement Radio. 

People always say, "get a second opinion".  That should also apply to your financial and retirement planning.  Jerry and Jason discuss a topic no one wants to talk about but you must plan for.... Death! It is inevitable and planning can make all the difference in the world.  Planning for death makes the transition for your spouse or loved one much easier and avoids a lot of headaches and heartache.  This is a must listen episode...

GenXers are you ready for retirement? You are Gen X if you were born 1965 – 1980 and are now ages 44 – 59. Their parents are already in retirment, but Gen X is the next genereation to face retirment.  Are you prepared? Listen to this informative episode of Game Changer Retirment Radio where Jerry talks about steps you should take as Gen X to get ready for retirement.  This timely episode will give you valuable insight into what's to come for Gen X in retirement. Tune-in or share today!

Baby Boomer's are retireing daily in record numbers. We've talked about Boomers before but today we are going to talk about somehing slighty different. Retirment plans, ROTH Converstions and much more...