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Baby Boomers should focus on securing reliable retirement income through strategies like annuities and dividend-paying investments, while also understanding the impact of Required Minimum Distributions (RMDs) on their retirement accounts. Managing healthcare costs, including long-term care, is essential as they age. Additionally, proper estate planning ensures their assets are passed on efficiently to the next generation.

Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future!

You can watch these episode on my YouTube channel as well.

Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.

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