On today's episode of The Wealthy Wallet, Monika Hengesbach continues the discussion on retirement planning, addressing concerns among seniors about their readiness. She cites statistics showing widespread worry, with 79% believing there's a retirement crisis and 55% fearing they won't have enough savings. Monika explains Social Security benefits, including eligibility, benefit calculations, and gender disparities. She also covers early and delayed retirement impacts, recent legislative changes like the Secure 2.0 Act, and the challenges young adults face in achieving financial independence. Monika concludes with her personal retirement planning insights and a preview of the next episode on business exit strategies.

The purpose of this podcast is to give you tax tips, strategies, information on new tax law changes, and give you new tools to help you navigate life's unexpected financial curveballs, all in hopes to give you more money to put back into your wallet. 

Podcast Host Monika Hengesbach has more than 30 years of experience in financial services. She’s an enrolled agent, an NTPI Fellow, and CEO at Decision Financial Services.

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Work with Monika Hengesbach:
https://www.DecisionFinancial.com

DECISION FINANCIAL
535 Silicon Dr. Ste 101
Southlake, TX 76092

Office: 1-817-268-9352
Fax: 1-800-860-6042
[email protected]