Notas del episodio
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At 64, Greg has $650,000 saved for retirement. But is that enough to weather the risks ahead? In this episode of Rise in Retirement, we uncover the hidden dangers in Greg’s portfolio, from tax inefficiencies to market risks, and evaluate whether he’s truly ready for retirement.
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 consider ...
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financeretirementretirement planningroth conversionfinancial securityretirement incomefinancial planninginvestingearly retirementretire earlyhealthcare costs3 bucket strategy