Welcome to the Road Rules for Retirement Show with Mark Fried, where retirement strategies meet practical advice to help you build and live your best retirement. In this episode, Mark dives into the concept of "wealth enhancement" and explores how it goes beyond traditional investment portfolios. Discover insights on managing differing retirement expectations between spouses and the emotional impact of past financial experiences on planning for the future. Learn about the financial phases of life—saving, investing, and withdrawing—and address key fears like, "Do I have enough money?" and "Will it last?" Mark also shares actionable strategies, including tax-loss harvesting and Roth conversions, to help you save on taxes and grow your wealth. Plus, understand the importance of working with a fiduciary to align your financial goals with your personal values. Retirement isn’t the end; it’s a new beginning. Start planning early to avoid stress and create a roadmap for a secure and fulfilling future. Tune in now for expert insights and practical tips tailored to retirees ready to take charge of their financial journey! Show Notes: Welcome to the Road Rules for Retirement Show with Mark Fried, where retirement strategies meet practical advice. The concept of "wealth enhancement" and how it goes beyond investment portfolios. Insights into managing differing retirement expectations between spouses. The emotional impact of past financial experiences on retirement planning. Understanding the financial phases of life: saving, investing, and withdrawing. Key fears retirees face: "Do I have enough money?" and "Will it last?" Why starting retirement planning early can prevent future financial stress. Strategies like tax-loss harvesting and Roth conversions to save on taxes. The importance of working with a fiduciary to align financial goals with personal values. Closing thoughts: Retirement is not the end but a new beginning with proper planning.

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