What really happens to your money—and your marriage—when retirement gets closer? This episode unpacks why many retirees move money out of 401(k)s, the trade‑offs of staying versus rolling over, and how earlier tax planning can change long‑term outcomes. The conversation turns personal as Mark Cordner explores “financial infidelity,” why secrecy around money erodes trust, and how open communication strengthens relationships. The episode closes with a clear-eyed look at estate planning—aligning your life’s work with the people and causes that matter most.

Are You Ready to Embrace Your Golden Years?

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