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$5M vs $2.5M in Retirement: Here’s What Changes
What really changes between retiring with $2.5 million vs $5 million? Discover how income, taxes, and giving strategies shift —…
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STOP Chasing 100% Retirement Success (Do This Instead)
Many retirees believe they need a 100% retirement success rate to feel secure. But with thoughtful planning and flexibility, 80–85%…
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What Happens to Social Security When You Retire at 55
Retiring before 55? Learn how it affects Social Security and what you can do now to protect your long-term retirement…
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Bitcoin On The Verge of Changing Retirement Forever (Do This Now)
Even if you’ve never bought crypto, your portfolio might be exposed. Here’s how cryptocurrency in retirement could affect your future.
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Retiring with $5M? It Still Won’t Fix This
Reaching $5M for retirement doesn’t solve everything. Discover what really matters for peace of mind, purpose, and long-term confidence.
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The PERFECT Retirement Tax Plan (Step by Step Guide)
Most people assume retirement planning is all about numbers: your portfolio balance, the right asset allocation, or the timing of…
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5 Retirement Tweaks That Fix 95% Of Your Problems
Most retirement mistakes are fixable. These 5 small but powerful tweaks can solve 95% of the challenges retirees face with…
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5 Retirement Moves to Make NOW Before It’s Too Late (June 2025)
Are you still using old and outdated methods of calculating your retirement income? In this video I explain some new…
