We Rejected Their $1 Million Retirement Plan. Here’s Why | Rise in Retirement Ep. 18

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We Rejected a $1M Retirement Plan. Here's Why. Dave and Beth are 64 years old and ready to retire with $1 million saved. But when legacy goals became a critical part of their plan, we had to pump the brakes. In this episode of Rise in Retirement, we break down why this retirement plan didn’t get the green light and what it takes to truly achieve financial peace of mind.

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