Unlocking Your Financial Future
Business:Investing
If you’re hoping to start your retirement journey in 2024, there are some key things you need to start thinking about in order to properly prepare. In today’s episode, Dan Oaklief, RICP®, CPFA® is back to share some advice for those who plan on retiring in the new year. After discussing key year-end planning strategies for 2023 in our last episode, today’s conversation is all about the crucial steps to take to six to nine months before your desired retirement date.
Here’s some of what we discuss in this episode:
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