Women have unique retirement challenges. They live longer and have less Social Security benefits. The COVID-19 pandemic only made things more complex by forcing kids to stay home and hitting women dominated business sectors such as education, hospitality and service. Today, Paul and Anne talk about these issues and how they influence the planning process.
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies