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5 Resolutions for Retirees

5 Resolutions for Retirees

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 As the new year begins, this episode highlights five essential financial resolutions designed to help retirees protect their nest egg and improve their peace of mind. We break down actionable strategies for optimizing tax-efficient withdrawals, rebalancing portfolios for a changing economy, and ensuring legacy documents are fully up to date. Join us to learn how these intentional steps can provide the clarity and confidence you need to make the most of your retirement in the year ahead.
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