Old rules of thumb like the 4% withdrawal rate and retiring at 65 are fading fast as retirees face longer lives, rising healthcare costs, and unpredictable markets. In this episode, Jason Bergey explains why it’s time to rethink outdated strategies and focus on a plan tailored to your real needs. Learn how to balance income, growth, and flexibility, why supporting adult children can impact your future, and how to prepare for a retirement that could last 30 years or more. Discover the conversations and planning steps that help you retire on your terms—without unnecessary risk.

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