Episode 533: Zach and Justin delve into how the ultra-wealthy redefine wealth and what they pass on to the next generation – it’s not just about money! They also help early retirees navigate their pre-Medicare health insurance options.
Market Predictions & IPOs
The Stimulus Bill & Holiday Stress
Vaccine Transport & Gifting Strategies
Family Finances & 2020 Tax Strategies
Post-COVID Planning & Retirement Incomes
Biden Taxes & SIMPLE IRAs
Money No-Nos & Market Caps
Unexpected Retirements & The Debtor Mindset
Financial Success & Hefty HSAs
Financial Literacy & Charitable Giving
Investor Psychology & College Loans
Money Lessons & Old 401(k)s
Decluttering & "Conventional" Wisdom
Emotional Investing & A Billionaire's Advice
Retirement Tips & More Tips
Post-Pandemic Skills & The 2020 Election
Stock Rotations & Investing Risks
Tax Strategies & Diversification
Bad Investing & Recession Survival
Presidential Elections & Robocall Scams
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