Welcome to "The Planning for Retirement Podcast," where we help educate you on how to successfully retire.

Here are some topics you will learn about:- Social Security- Retirement Income Planning- Roth Conversions - Tax Planning- Charitable Giving- Investment Strategies in Retirement- Estate Planning- Long-term Care Planning- Medicare- Required Minimum Distributions- Retirement Mortgage Strategies- And even some behind the scenes into building Imagine Financial Security

I hope you enjoy the show!