Navigating the Retirement Compass: Overcoming Longevity Risk and Financial Discord

In this special episode of Retirement Compass Radio, Zach Vancas sits down with Jackie Selby to discuss serious retirement planning insights—because planning your future doesn’t have to be boring. From a lighthearted start about the stress of wedding planning and "the right shoes," the conversation shifts to the essential "Retirement Compass" process: income, investment, tax, healthcare, and legacy. We dive deep into the complexities of planning as a couple and highlight one of the biggest financial challenges retirees face today: Longevity Risk—the very real possibility of outliving your money. 💡 You’ll learn new topics like: ✅The "It Depends" Rule: Why personalized fact-finding is necessary to solve individual financial puzzles. ✅The Hidden Costs of Downsizing: Why moving to a condo or apartment isn't always a money-saver due to non-fixed costs like inflation and HOA fees. ✅Planning for Longevity: Understanding how to account for both spouses' needs when creating a long-term income strategy 🎙️Hosted by Jeff Gove and Tim Kulhanek ➡️ Go to https://www.stonebridgetaxbill.com to see how you can decrease your Retirement Tax Liability. 🔔 Subscribe for more interviews with our financial advisors and investment planning strategies every month! 📉 Use our Retirement Reality Check Quiz to see if you're ready for retirement or need to make adjustments: https://www.stonebridgeretirement.net 📅 Schedule a complimentary consultation in any of our four locations (Kearney, Grand Island, Lincoln, and Omaha). Visit https://www.stonebridgeiwm.com/contact, or call 888-260-0926.