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Listen " 12 Things You Need to Know Before and After you Retire Part 2 "
Episode Synopsis
We dive into the critical financial moves you must make immediately after you punch out for good. Learn how to transition from an accumulation mindset to a strategic distribution plan, including the crucial decisions about your withdrawal strategy and tax-efficient account sequencing. We cover the post-retirement checklist: from reassessing your budget to updating your estate plan and managing market risk when every dollar counts.
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