Episode 502: Zach and Matthew help you think through your purpose, values, and goals for life beyond retirement. They also give you pointers on how to provide lifetime support for a disabled heir without jeopardizing their government benefits.
Money Traps & Finance Lessons
Long-Term Care & Changing Jobs
Mortgage Payoffs & Estate Planning
Retirement Income & Surviving a Spouse
Tricky HSAs & Military Benefits
Retirement Questions & Moving Expenses
Donation Strategies & Inherited IRAs
The Pursuit of Happiness
IRAs & An Unexpected Million
401(k) Millionaires & Debt Consolidation
Baby Steps & Estate Planning
Summer Jobs & Inflation
Money Mistakes & Mid-Year To-Dos
Senior Scams & Poor Planning
Home Selling & Inflation Education
Emergency Handoffs & Shining Internationals
Medical Miracles & Tax Credits
529 Withdrawals & Timeshare Exits
Switching States & Beating Fixed
Can You Retire & Should You Pay?
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