Latest / The Retirement Huddle
Five People You Meet In Retirement
Retirement isn't just a financial transition, it's a complete lifestyle transformation. It marks the beginning of a new chapter that should be filled with purpose, connection, and well-being. In this episode, Mark draws inspiration from The Five People You Meet in Heaven to highlight the five essential people you should meet before you retire. These aren't just helpful contacts, they're the difference-makers who can profoundly shape your experience in retirement.
Here's some of what we discuss in this episode:
📊 Why your advisor should offer more than just investment advice
📜 The estate…
The skinny
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