Episode 236 - When the Worst Happens and the Plan Needs To Pivot
Jun 12, 2024•34 min•Ep. 236
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Episode description
Join us as we walk through a tough client story about how planning for income at retirement had to pivot to planning for options and income today. We explore two universal truths: First, money is simply a tool to get what we need. Second, a mindset and strategies centered around flexibility and income are paramount when the unexpected shows up uninvited.
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