In this episode, Gary Nolan, John Becker, and Sarah Nugent discuss the evolving landscape of retirement planning, emphasizing the role of technology like ChatGPT in enhancing cognitive engagement and financial decision-making for retirees. They explore the importance of lifelong learning, the impact of biological aging on financial strategies, and the challenges faced by modern retirees. The conversation also addresses listener questions, providing personalized advice on retirement planning, including the significance of wills, trusts, and Roth conversions. Reach out to John and Sara at 800-326-5688 or https://www.exactwealthmanagement.com/See omnystudio.com/listener for privacy information.

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