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Abe discusses the need for both spouses to be involved in financial decisions, especially as one partner may have been primarily responsible for managing finances. The discussion covers the transition from accumulating wealth to managing it in retirement, highlighting the significance of having a comprehensive retirement plan.
Additionally, Abe explains tax strategies like tax loss harvesting, which can help investors manage capital gains effectively.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
4.2
55 ratings
Abe discusses the need for both spouses to be involved in financial decisions, especially as one partner may have been primarily responsible for managing finances. The discussion covers the transition from accumulating wealth to managing it in retirement, highlighting the significance of having a comprehensive retirement plan.
Additionally, Abe explains tax strategies like tax loss harvesting, which can help investors manage capital gains effectively.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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