Not Every Retirement Plan Fits Neatly In A Box
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No two retirements look the same, and often clients come in with circumstances that make a cookie-cutter plan impossible. In this episode, Phil looks at some examples of these more unique and challenging scenarios and explore the solutions you’ll need to successfully retire. If you're looking for a one-size-fits-all retirement plan, you’re not going to find it here, and that’s a good thing.
Here’s some of what we discuss in this episode:
⏳ How age gaps can…
The skinny
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