Mr. Money Talks: Preparing for Retirement - Key Conversations to Have Before You Leave the Workforce (11/16/24)

In this episode, financial expert Mark Rothstein, aka "Mr. Money," provides invaluable insights on the crucial steps to take before retiring. He emphasizes the importance of consulting with your spouse, adult children, doctor, HR department, siblings, and financial advisor to ensure a smooth and financially secure transition into retirement. Listeners will learn about the key questions to ask each of these crucial contacts, as well as strategies for maximizing your retirement benefits and minimizing tax liabilities.