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Latest / On Course: Navigating Wealth On Your Terms

Ep.1 Have You Saved Enough to Retire? Now What?

Have You Saved Enough to Retire? Now What?

You've spent decades saving and investing for retirement. But what happens when it's finally time to start spending that money?

In the first episode of On Course, I share a real conversation with someone approaching retirement who has done many of the things we're told to do financially. He's accumulated assets, built retirement income, and put himself in a strong financial position. Yet there are still important questions to answer.

We explore the transition from accumulating wealth to actually using it, including:

- How do you know when you've…

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