Episodes (Page 2)
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Millions of Americans are millionaires but don't feel wealthy.
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Fidelity's 45% rule suggests needing only 55% of pre-retirement income.
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Early retirement amplifies sequence of returns risk significantly.
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Understand Medicare Advantage Open Enrollment (Jan 1-Mar 31) changes.
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Backdoor Roth IRAs can trigger taxes due to the pro-rata rule.