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What You Need to do BEFORE Retirement

What You Need to do BEFORE Retirement

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This essential episode outlines the critical financial steps you must take in the final years leading up to your retirement date. We focus on optimizing your cash flow, strategically converting tax-deferred assets, and ensuring your insurance and estate documents are perfectly aligned. Tune in to create a comprehensive pre-retirement checklist that maximizes your income, minimizes future tax burdens, and ensures a smooth transition into your next chapter.
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