In episode 219 of Money Matters USA, Fred Saide discusses the importance of preparing for unexpected life events in retirement, the rising costs of healthcare, and the looming crisis of long-term care. He emphasizes the need for contingency funds and realistic planning for healthcare expenses, particularly as Longevity increases. The conversation also covers the impact of tax changes on retirement savings, specifically the implications of the Secure Act 2.0 and the pros and cons of Roth catch-up contributions. Fred provides insights into navigating these challenges to ensure a secure financial future in retirement.
Reach Fred at 800-593-8188.
Money Matters USA
www.moneymattersusa.net
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Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.
After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.
