This week, Brandon Bowen discusses the concept of 'lazy money' in retirement planning, emphasizing the importance of identifying and reallocating funds that are not actively working for individuals. He highlights the significance of having a second opinion on financial strategies and how to prioritize retirement goals to ensure a fulfilling retirement experience.
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Why Estate Planning Is About More Than Money
23:25

What Happens After the Inheritance Check Clears
11:11

When Waiting for Social Security Comes at a Cost
13:51