The conversation covers the importance of estate planning, including the last will and testament, financial power of attorney, healthcare power of attorney and directive, different types of trusts, predicting taxes in retirement, and maximizing social security benefits. Tripp and Steve emphasize the need to build an emergency fund and not dip into retirement savings. They also discuss the misconception that a certain amount of money is needed to retire comfortably and highlight the importance of a retirement success rate. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.

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