Retirement Planning’s “Hidden” Questions

Phil's Tax Hacks · Oct 12, 2023 · 20m

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.

Here’s some of what we discuss in this episode:

1:46 – How much are my tax-deferred savings going to cost?

5:21 – How much can I withdrawal from my savings each year?

8:39 – Should I have life insurance in retirement?

12:57 – Medical…