Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Here’s some of what we discuss in this episode:
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Ep 44: How Overconfidence Can Lead To Financial Ruin
Ep 43: Financial Mistakes Couples Often Make
Ep 42: Mind The Gap
Ep 41: Mailbag! Answering Your Financial Questions
Ep 40: What Makes Your Financial Advisor Tick?
Ep 39: It's Just a Joke
Ep 38: 5 Things You Must Know About Decumulation To Retire Successfully
Ep 37: Learning Through Uncommon Sense
Ep 36: Not Your Father’s Retirement
Ep 35: Do Retirees Really Need Life Insurance?
Ep 34: Financial Fact or Fiction
Ep 33: How Long Will Your Money Last? Let’s Run The Numbers
Ep 32: Are You Flirtin’ With Disaster?
Ep 31: The Status of the American Pension Plan
Ep 30: This is Why You Never Assume
Ep 29: Retirement Planning For Business Owners
Ep 28: How Women Can Make Sure They’re Involved In Financial Decisions
Ep 27: The Three Qualities of Money
Ep 26: Where All My Financial Knowledge Comes From
Ep 25: Understanding the Different Types of Risk
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