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Retirement is one of the biggest milestones in life, and for many, 2025 and 2026 will mark the beginning of this long-awaited chapter. As portfolios have outperformed expectations, more people are realizing their retirement dreams sooner than planned.
In this episode, I’ll share inspiring client stories, practical lessons from 2024, and key insights to help you prepare for your own journey. From understanding why bonuses matter more than you think to exploring the power of legacy planning, we’ll cover the essential strategies to navigate retirement with confidence.
Whether you’re nearing retirement or just starting to plan, these takeaways will equip you to make the most of your future.
You will want to hear this episode if you are interested in...Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts
4.9
2727 ratings
Retirement is one of the biggest milestones in life, and for many, 2025 and 2026 will mark the beginning of this long-awaited chapter. As portfolios have outperformed expectations, more people are realizing their retirement dreams sooner than planned.
In this episode, I’ll share inspiring client stories, practical lessons from 2024, and key insights to help you prepare for your own journey. From understanding why bonuses matter more than you think to exploring the power of legacy planning, we’ll cover the essential strategies to navigate retirement with confidence.
Whether you’re nearing retirement or just starting to plan, these takeaways will equip you to make the most of your future.
You will want to hear this episode if you are interested in...Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts
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