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S.1 - E.3 Mapping Out Your Retirement Plan: 12 Key Steps
Manage episode 458794527 series 3618715
The Retirement Roadtrip Guys에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Retirement Roadtrip Guys 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode, hosts Tom and Greg map out the 12 essential steps of a successful retirement plan. They provide listeners with a comprehensive guide to navigating the complexities of retirement, sharing practical strategies and valuable insights to ensure financial security and peace of mind. Topics include building an emergency fund, understanding estate planning, evaluating insurance needs, creating a comprehensive retirement plan, managing portfolio and asset allocation, navigating Social Security and Medicare, planning for distributions, employing bucket planning strategies, exploring advanced tax planning, utilizing smart special strategies, and embracing the importance of giving in retirement.
3 에피소드
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