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Retiring in an Unstable Economy – Life’s Third Act

July 11, 2022 by jceditor

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brenton Dearing, Certified Financial Planner and Founder and President of Wealth Ambassadors, to discuss retiring in 2022 in the midst of an unstable economy.

Mr. Dearing discusses the Federal Reserve’s recent decision to raise interest rates by three-quarters of a point, whether he thinks we are heading for a recession, recommendations for retirees during this time, whether he recommends delaying retirement, how to reassess risk tolerance, maximizing tax-advantaged retirement savings, the benefits or rolling over a 401(k) to an IRA, whether to delay retirement if you encounter unexpected debt, signing up for Medicare and other healthcare benefits, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

https://media.blubrry.com/lifes_third_act/content.blubrry.com/lifes_third_act/LTA20220704_BRENTON_DEARING.mp3

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