Shift to Bonds in Retirement? | The Get Ready for the Future Show
Автор: GenWealth Financial Advisors
Загружено: 2025-12-10
Просмотров: 172
"I’m 66 and still mostly invested in stocks. Should I start shifting into bonds now that I’m retired, or is that old-school thinking?" We're answering YOUR questions on this week's Get Ready For The Future Show!
✅ We don’t have kids and want to leave part of our estate to our church and a few nonprofits. What’s the best way to do that while minimizing taxes?
✅ We’re 64 and considering selling our home and moving into a smaller condo. How do we know if it will actually save us money in retirement?
✅ We’re both retired and have some investment income. Are there situations where it makes sense to file taxes separately instead of jointly?
All this straight talk and more LIVE, Wednesday at 11:30!🎙️
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❓ Have your own questions? Call or text us at 501.381.5228 or email [email protected]. We're here to help you navigate the journey to true financial independence. See you there!
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