How to build a retirement plan that goes beyond investment performance? In this discussion, we explore why holistic planning is the cornerstone of financial success. Learn how to address tax implications, healthcare costs, long-term care planning, income distribution strategies, estate planning, and more. Whether you're considering hiring a financial advisor or revisiting your financial strategy, this video offers advice on aligning your investments with your overall goals. Don't let outdated ideas about investment performance hold you back—get a fresh perspective on retirement planning today!

Key Topics Covered:

- Why investment performance is just one part of retirement planning
- The importance of tax-efficient strategies and healthcare planning
- Creating an income plan for optimal distribution timing
- Essential elements of estate planning, including wills and trusts
- Working with CPAs and financial advisors for forward-looking tax strategies

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This information is general in nature and not tailored to your specific financial situation. You are encouraged to conduct independent research, including reviewing an advisor’s qualifications, services, and fees, before making any decisions.

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