Lessons For Investors Approaching Retirement

Two Quants and a Financial Planner

Apr 03, 2023•34 min•Season 1Ep. 6

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Episode description

In this episode, we talk about the most important things people need to know as they approach and enter into retirement. We discuss the importance of maintaining a purpose in retirement, managing sequence risk, how to think about home equity and Social Security in a retirement plan, how to avoid the most common mistakes retirees make and a lot more.

We hope you enjoy the discussion.

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