Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
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Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." In this insightful conversation, they delve into the impending expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, covering: - Changes in individual income tax rates and brackets. - Strategies for Roth conversions and tax planning. - Estate and gift tax exemptions and the importance of estate planning. - The potential impact of the 2024 el...
Inevitable Wealth
Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
