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The Withdrawal Strategies Rich Retirees Use (That Poor Retirees Don’t)

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Staying on Track with Your Financial Goals - Book Club Episode

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5 Things To Stop Doing After 60 To Enjoy Retirement

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Don’t Work With A Financial Advisor If You Answer “Yes” To These Questions

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Investing During An Election Year

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What Your Retirement Saving Accounts Say About You...

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Answer five questions to uncover your financial story

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Financial Advisor Responds To Dave Ramsey's Retirement Plan

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How to face the phases of retirement.

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Why The Retired Middle Class Are Disappearing In America

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How people crash their retirement plan

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The 4 Levels Of Wealth In Retirement - Where Are You?

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Here's What Happens When You Pay For Your Children in Retirement...

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OPTIMAL ORDER Of Retirement Withdrawals For High Savers

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The Real Cost of Financial Decisions You Didn't Know About...

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The Terrifying Reasons Why Withdrawal Plans Fail

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The Surprising Connection Between Your Emotions and Wealth

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FULL GUIDE: How To Retire In The Next Five Years (In 30 Minutes)

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The Remarkable Traits of Our Most Admired Clients

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Higher Social Security Benefits in 2025? The Latest Social Security COLA Prediction

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Do You REALLY Need $1.5 Million to Retire Happily?

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Why Claiming Social Security Early Is Better Than You Think

26:09

Watch Your Wealth Disappear By Doing This ONE Thing...

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These Tax Traps Will DESTROY Your Retirement

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We Are 61 With $1,900,000 In Savings. Why Can't We Retire?

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This Will Change The Way You See Money Forever...

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Which is Better: $5,000 Monthly or $1M for Retirement?

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Why Retirement Spending EXPLODES After 65

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3 Social Security Timing Mistakes Every Retiree Makes

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5 Signs Your Retirement Plan Won’t Last Past 70

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$863,000 In Savings At 60 Is NOT Enough To Retire | Case Study

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Here’s When MOST People Retire | Retire at 65

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The Power of a One-Page Retirement Plan: Less Is More

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Decided to Retire at 62 | Case Study!

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2024 Study Finds New Magic Number to Retire Comfortably (and Does it really matter?)

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Not Ready to Retire but Lose Job, What to Do!

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Stories Advisors Tell Retirees to Calm Stock Market Nerves

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How Investment Fees Work | A Practical Guide

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I’ve Saved $1.5M. How Bad would a Social Security CUT be?

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NO tax on Social Security Benefits? The 2024 Proposed Bill

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Here's How You Get Scammed

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Spending Your INVESTMENTS To DELAY Claiming Social Security at 62

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Should I have Gold in my Retirement Portfolio?

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Book Club: Part 3 - The Psychology of Money

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What does it mean to BREAK EVEN with Social Security?

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Reduce Taxes on Social Security with Four Simple Ideas

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Book Club: Part 2 - The Psychology of Money

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Is $1M ENOUGH?

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Don’t Spend LESS, Use This Retirement Spending Strategy!

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A HIDDEN Benefit of OPTIMAL Social Security Timing

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Book Club: Part 1 - The Psychology of Money

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TWO Sobering questions to get the MOST from your retirement

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We Secretly Cringe When Clients Say These Things About Investing

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Should they CONVERT to ROTH?

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Have You Saved Enough to Retire?

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How to Retire Without an Annuity?

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Should I Downsize My Home in Retirement?

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You Won’t Retire Two Years Early—Here’s Why

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3 Unexpected Retirement Surprises

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Retirement Tax Savings in Year ONE!