In this episode, Devin Ekberg from PIMCO joins me to dive into Key Concepts for Retirement Planning. We’ll tackle four crucial topics: longevity risk and how it impacts your retirement plans, Social Security options, managing healthcare expenses in retirement, estate and charitable giving, and strategies for managing income in retirementWhether you're nearing retirement or simply planning ahead, this episode is packed with essential advice for securing your future!Show Highlights:Longevity risk and retirement planning (2:41)Social security options (11:19)Managing health care expenses (20:13)Estate and charitable giving (27:55)Managing income in retirement (39:05)Common misconceptions and how individuals can personalize their retirement plan (49:13)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.netWebsite- principlewealthpartners.com/teamEmail- [email protected] https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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