Will you run out of money in retirement? Should you take Social Security at 62 or wait until 70? Is long-term care insurance worth it?

In this episode, Eric Lee discusses some of the most common retirement planning questions facing pre-retirees and retirees, including how much retirement income you may need, when to claim Social Security, whether long-term care insurance is worth considering, and how inflation can affect a sustainable retirement lifestyle over time.

Eric challenges several common retirement-planning assumptions and explores five often-overlooked retirement decisions that can affect your income, family, legacy, and long-term financial confidence. Rather than focusing solely on portfolio performance, this conversation encourages listeners to think more intentionally about what a successful retirement actually looks like and how to align their financial decisions with the life they want to live.

Eric discusses:

How much money do you want to leave behind versus spend during retirement
The difference between maximizing Social Security benefits and maximizing long-term wealth
Whether long-term care insurance is worth considering for your family situation
Common retirement spending assumptions that may not reflect real life
And more!

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