Notas del episodio
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At 60 and 62 with $700,000 saved, they had big retirement dreams—but was it enough? Discover the key decisions that shaped their future and what you can learn for your own plans.
DISCLAIMER: This content is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with y ...
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financeretirementretirement planningroth conversionfinancial securityretirement incomefinancial planninginvestingearly retirementretire earlyhealthcare costs3 bucket strategy