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In this episode, we break down one of the most overlooked truths in retirement planning: your income plan is the engine that drives everything else. Most people jump straight into investments, but without knowing how much income you need—and how long it must last—your financial plan is incomplete from the start.

We unpack why every dollar in your portfolio needs a job, why investments can’t be chosen until your income strategy is set, and how to avoid retiring into a lifestyle that falls short of what you envisioned. We also dive into the realities of wealth transfer, why families lose money during inheritance, and the crucial conversations parents should be having with their children long before assets change hands.

Whether you're nearing retirement or planning decades ahead, this episode will help you understand why income first, investments second is the smartest—and safest—path to financial freedom.

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