Episodes (Page 3)
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Daniel, 40, worries about retirement and running out of money.
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Joe and Big Al discuss the timing of five key retirement decisions.
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Retiring at 62 is explored as a potential 'sweet spot'.
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John Q. Taxpayer aims to build his tax-free retirement bucket.
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Al and Peggy debate pre-tax vs. Roth savings for tax diversification.
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High-net-worth individuals share their biggest retirement fears.
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Lucky Lou, 48, wants to retire at 50 due to burnout.
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The episode discusses Social Security timing strategies.
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Small, everyday financial pitfalls can derail retirement plans.
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Focus on tax-free investment gains, retirement timing, and Social Security.
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A 42-year-old with $2.25M is burned out and wants to retire.