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Five for Five... A Checklist For Retirement
Manage episode 499719889 series 3663101
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In this conversation, Steve Anzuoni discusses essential steps for preparing for retirement, emphasizing the importance of understanding financial needs, tracking expenses, and assessing retirement savings. He also highlights the role of work in retirement and the necessity of de-risking investment portfolios. Practical advice is provided on how to create a clear financial plan for a successful retirement.
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