Transitioning from 60 miles per hour to zero isn’t just a schedule change—it’s a massive life shift that tests both your emotional readiness and your economic foundation. In this episode, Curtis James breaks down the steep learning curve every retiree faces, from shifting Medicare timelines and complex tax rules to finding purpose after leaving the workforce. He explores how to balance market risk, protect your lifestyle with guaranteed income, and navigate the transition alongside a partner. Tune in to learn how to align your finances with your future and build a personalized retirement roadmap.
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