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Beyond the Portfolio: Why Relationships Matter in Retirement

When you leave your career, are you leaving your default social circle behind? In Episode 48 of the Retire and Thrive podcast, Dan and Cody dive into the fourth perspective of retirement planning: your Inner Circle.

Your financial portfolio dictates when you can retire, but the people around you dictate how well you retire. Moving from daily coworkers to a fulfilling "retirement tribe" doesn't happen by accident—it takes intentional design. Today, we discuss why auditing your friendships is crucial, how long-distance family impacts your travel budget, and what the longest-running Harvard…

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