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This episode takes a closer look at market pullbacks and why long-term planning decisions shouldn’t be driven by short-term headlines. Jeff, Erin, and Robert also break down required minimum distributions, including how taxes are handled and what first-time RMD recipients should know. The team answers listener questions and discusses how to approach retirement decisions with a written game plan.
By JBL FinancialThis episode takes a closer look at market pullbacks and why long-term planning decisions shouldn’t be driven by short-term headlines. Jeff, Erin, and Robert also break down required minimum distributions, including how taxes are handled and what first-time RMD recipients should know. The team answers listener questions and discusses how to approach retirement decisions with a written game plan.