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DIA

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IWM

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QQQ

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GOLD

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Untangling the Retirement Rat’s Nest

Have you ever seen a rat’s nest? It is tangled, messy, and unorganized.

Your retirement can end up looking just like a rat’s nest if you don’t plan properly! Your Social Security, pension, taxes, Medicare…everything entangled into a chaotic mess.

In this episode, J. Barry Watts shares a six-step process to untangle the retirement rat’s nest, so you can retire with clarity and confidence.

Barry discusses:

  • Why financial planning is a lot more than just “managing money”
  • How to build a tax-efficient income that lasts until you’re 100 years old
  • Planning for healthcare and long-term care
  • How to leave behind a lasting legacy that extends beyond material possessions
  • And more

Related: Are You Struggling To Navigate Medicare?