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Navigating the Silver Tsunami: Retirement Strategies & Portfolio Rebalancing

March 12, 2024

With over 12,000 individuals reaching the age of 65 daily, the landscape of retirement is rapidly evolving. In this episode, Steve sheds light on the nuances of Medicare enrollment, offering invaluable insights into navigating the complexities of healthcare coverage during retirement.

Steve’s experience extends beyond retirement age demographics to encompass portfolio rebalancing strategies. Addressing common misconceptions surrounding 401(k) plans and IRA rollovers, Steve helps provide clarity on tax implications and investment diversification. By exploring alternative investment options and personalized risk assessments, Steve helps empower listeners to optimize their retirement savings and mitigate financial risks.

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Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!