Jon provides insights on the importance of having clear objectives, realistic spending standards, managing risk, and having a tax plan. The conversation also touches on the challenges of navigating the abundance of information and options available in today's financial landscape.
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Are College Costs Putting Your Retirement at Risk?
36:42

Could a Recession Early in Retirement Change Everything?
12:14

Could These Hidden Retirement Risks Matter More Than the Stock Market?
34:29