『The New Retirement Equation - May 24, 2025』のカバーアート

The New Retirement Equation - May 24, 2025

The New Retirement Equation - May 24, 2025

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Kevin and Karen discuss the changing retirement landscape, emphasizing the shift from pensions to personal savings and the importance of diversified income strategies like the bucket approach to manage market volatility. They highlight the unique challenges women face due to longer life expectancies and lower lifetime earnings, advocating for proactive planning to ensure income longevity. Additionally, they stress the importance of comprehensive tax planning rather than annual tax preparation to optimize long-term savings.

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