In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential aspects of retirement planning, focusing on taxes, healthcare costs, and Medicare options. They emphasize the importance of proactive tax planning to avoid surprises in retirement income and the rising costs of healthcare. The conversation also covers the implications of Social Security timing on Medicare decisions and the differences between Medicare Advantage and Original Medicare.

In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss the critical aspects of retirement planning, focusing on responsible investing, the importance of understanding different account types, and the strategies for managing 401(k) and IRA options. They emphasize the need for a conservative approach as individuals approach retirement, the significance of income planning, and the role of financial advisors in navigating the complexities of investment choices.

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the critical assumptions people make when planning for retirement. They explore the importance of understanding lifespan, healthcare costs, and the reality of retirement expenses. The conversation also delves into market volatility and the concept of un-retirement, emphasizing the need for stress testing financial strategies to ensure a secure retirement. The episode concludes with resources for listeners to better prepare for their retirement journey.