6 Retirement Questions a Financial Advisor Answers Without Saying “It Depends”
How much cash should you keep in retirement? Is a second home worth it? When should a spouse claim Social Security, and should a pension be taken as monthly income or a lump sum?
In Episode 69, Kamie puts Dan through a retirement Q&A with one rule: every time he says “it depends,” he loses a life. They tackle six common retirement decisions, including travel spending, cash reserves, pension choices, Social Security timing, and whether it makes more sense to retire now or keep working.
The skinny
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