Lessons For Investors Approaching Retirement

03/04/2023 34 min Temporada 1 Episodio 6

Listen "Lessons For Investors Approaching Retirement"

Episode Synopsis


In this episode, we talk about the most important things people need to know as they approach and enter into retirement. We discuss the importance of maintaining a purpose in retirement, managing sequence risk, how to think about home equity and Social Security in a retirement plan, how to avoid the most common mistakes retirees make and a lot more.
We hope you enjoy the discussion.
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