Episode notes
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Dennis and Kathleen are 68 and 64 with $3 million saved—and no income need at all. Their pensions, Social Security, and rental income more than cover their lifestyle. Their plan is working. But now they’re asking a new question: “If we don’t need the money… should we be doing more with it?”
They’re curious about private equity, alternative investments, and creating a larger legacy—but want to know how to do it without jeopardizing what they’ve built.
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