Staying Flexible in Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle Thomas discuss strategies that can help retirees stay financially flexible when life brings unexpected expenses or changes. They explore reallocating investments as retirement approaches, making the most of windfalls, reviewing recurring expenses, and simplifying or selling assets that are no longer needed. They also discuss the importance of maintaining liquidity and having a balanced plan that can help support a sustainable retirement.
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The skinny
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