Flexibility, Not a Date is Key & Options are Important for Retirees | A.I's Role in Retirement Planning & Readiness in Retirement
From Clearwater Retirement Podcast · 54:00
Show by Michael Masor
On this week’s episode: The strongest retirement plans aren’t built around a single date. They’re built around flexibility. Michael Masor explains why retirees need options for dealing with market volatility, healthcare costs, career changes, and unexpected life events. Learn how legacy planning goes beyond money, why annuities should be viewed through the lens of purpose, and where AI fits into the financial planning process. Plus, practical insights on caregiving responsibilities, retirement readiness, and creating a strategy designed to adapt as life changes. Head down your Clear Path to Retirement with Michael today!See omnystudio.com/listener for privacy information.
More episodes of Clearwater Retirement Podcast
More episodes
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- Hidden Tax Fees Could Be Impacting Your Plan & Saving is One Thing. Living is Another | Hidden Expenses & Roth Conversion Considerations
- Final Years Before Retirement & Longevity and Other Risks | Readiness is More Than a Number & Purpose in Retirement
- One Costly Tax Decision & Retirement Planning Before Year End | Why 59 and a Half is an Important Age & Common Tax Traps
- Changing Rules in Retirement & DIY Risks | Uncertainty with Social Security & A.I.'s Ever-growing Role
- Biggest Mistakes May Happen Before Retirement & A.I. as a Tool, Not the Whole Plan | Separating Market Noise from Real Risks & Getting Spouses on the Same Page
- Retirement Mistakes That Can't Be Reversed & Common Pitfalls | Retirement is More Than Investments & Finding Purpose in Retirement
- Accumulation Isn't Everything & Strategies for Risk | Common Questions & Balancing Saving with Spending
- A Growing Portfolio Doesn't Mean Growing Confidence & More Than Accumulation | Flexibility is Key & Fear Can Lead to Retirement Issues
- Clearwater Retirement Podcast Trailer
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