The Unseen Four: Unexpected Risks That Could Derail Your Retirement
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The Unseen Four: Unexpected Risks That Could Derail Your Retirement
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Don't let unexpected risks derail your well-earned retirement!
In this episode, we break down the four unique and often-overlooked risks -- like sequence of returns and spiking expenses -- that make spending money in retirement fundamentally different from saving it.
You'll learn the crucial strategies, from income planning to tax management, that will help you confidently navigate your financial orbit and ensure your nest egg lasts as long as you do.
In our listener question segment, we think through how to optimize Medicare Part D coverage for prescriptions to avoid a lifetime penalty.
Finally, in the Retirement Big Picture part of our show, we take a journey to the Bull’s Eye galaxy, a colossal galactic collision with record-breaking results of beauty.
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SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:
My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.
The result?
Smarter tax strategies, better investment decisions, and a more confident retirement.
If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.
👉 Schedule a Complimentary Strategy Session
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EPISODE RESOURCES:
→ Grab the Episode Show Notes