The Retirement Playbook
The Retirement Playbook
Many people spend decades saving for retirement only to find themselves too paralyzed by the fear of running out of money to actually enjoy it. The Retirement Playbook was created to bridge this gap, shifting the focus from mere accumulation to confident, purposeful spending and legacy building. By combining smart tax strategies with a bold new mindset, we help Greater Boston families view retirem…
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Stop Trying to Beat the Market. Start Owning It55:59 - 2
Year-End Planning & HowTo Make The Most Of Your Retirement Savings42:47 - 3
Are You Getting Your Money's Worth From Your Financial Advisor?42:47 - 4
Are You Paying More in Taxes Than You Need To?42:47 - 5
The Financial Blind Spots You Don't Know You Have42:49 - 6
How Much Cash Should You Have In Retirement42:46 - 7
The Retirement Asset That No One Wants To Spend42:47 - 8
The Biggest Risk Retirees Aren't Thinking About42:47 - 9
Should I Be Doing Roth Conversions?42:48 - 10
Retirement Looks Simple And Then The Stock Market Fell 35%42:45 - View more clips