Top 20 Retiree Concerns | Unlock Your Retirement Ep 1

Описание: In this episode of Unlock Your Retirement, Bruce Smith III of The WealthKare Investment Center breaks down the top retiree concerns he hears every day from people approaching or living in retirement. Drawing on over 40 years of experience, Bruce explains why issues like inflation, rising healthcare costs, outliving your savings, taxes, market volatility, Social Security uncertainty, and estate planning risks are so interconnected—and why having a comprehensive retirement plan is more important than ever.

You’ll learn why inflation is the number one fear for retirees, how healthcare and long-term care costs can derail even well-funded plans, and why longevity risk is increasing as people live longer. Bruce also explains the hidden impact of taxes on retirement income and inheritance, how Social Security should fit into an overall income strategy, and how smart planning can help reduce market risk without sacrificing growth potential.

If you’re worried about whether your current plan will truly support your lifestyle, protect your spouse, and leave a meaningful legacy, this episode offers clarity and practical insights to help you move forward with confidence.

Timestamps:
00:02 - Welcome and introduction to Unlock Your Retirement
02:25 - How to contact The WealthKare Investment Center
05:30 - Overview of today’s topic: top retiree concerns
06:44 - Inflation and rising cost of living in retirement
10:46 - Healthcare and long-term care costs explained
16:59 - Outliving your savings and longevity risk
22:25 - Tax burden, policy changes, and retirement accounts
30:00 - Social Security uncertainty and income planning
35:53 - Market volatility and managing investment risk
44:24 - Confidence in your retirement plan
46:58 - Health decline, cognitive decline, and legal documents
51:00 - Estate planning and beneficiary transfer risk
53:45 - Final thoughts and how to get started

📞 Have questions? Need advice? Contact Bruce Smith III at Wealth Kare to set up a consultation today!

👉 Call us at (888) 888-5601
👉 Visit us at wealthkare.com

Let us know your thoughts on the topics discussed or give us any feedback to make the future episodes better!

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