Planning For Retirement
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Ep. 32 - Tactical ways to reduce your anxiety transitioning from saving to spending in retirement
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Ep. 32 - Tactical ways to reduce your anxiety transitioning from saving to spending in retirement
Ep. 31 - Nontraditional retirement planning using real estate, tax planning, and end of year charitable gifting opportunities (featuring Brady Slack)
Ep. 30 - Is it harder to go from spender to saver pre-retirement, or saver to spender in retirement? (Featuring Cody Garrett)
Ep. 29 - Is the 60/40 portfolio dead for retirement planning?
Ep. 28 - The top estate planning concern leading DIY investors to hire a fiduciary financial advisor, and what you can learn from it!
Ep. 27 - Which type of permanent life insurance policy should I own in retirement?
Ep. 26 - 7 reasons to own permanent life insurance in retirement
Ep. 25 - The #1 Value Add a Comprehensive Financial Planner Provides For Retirees
Ep. 24 - Self Funding Long-term Care Expenses
Ep. 22 Paying for Extended Care with Traditional Long-term Care Insurance (with Peter Ciravalo and Rodney Mogen)