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Why Retirees Are Flocking To This One Special Community | Retirement Reality

Episode 300

After years of research searching for the perfect retirement community, Judy found Woodside. 

She visited the Villages, Del Webb, and so many others t…

8 hours ago

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Ex-Silicon Valley Retiree Reveals Why You Should Retire EARLY | Retirement Reality

Episode 299

Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early!

Hope you enjoy the insights shared!

Want to be a guest on THIS show …

1 week ago

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When Is The Ideal Time To Hire An Advisor?

Episode 298

Hiring a financial advisor isn’t about credentials alone, it’s about timing. And for many people, getting that timing wrong can cost years of freedom…

2 weeks ago

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This Is When I Recommend You STOP Saving For Retirement

Episode 297

Most people think the safest path to retirement is to keep saving more, no matter how close they are to the finish line. But what if there comes a po…

3 weeks ago

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The Shocking Statistics Behind When People Collect Social Security

Episode 296

Choosing when to collect Social Security is one of the most stressful retirement decisions people face, and it doesn’t have to be.

In this episode, Ar…

4 weeks ago

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Why Risk Tolerance Doesn't Matter (Use THIS Instead)

Episode 295

Most advisors start with one question: “What’s your risk tolerance?”
In retirement, that question might steer you in the wrong direction.

In today’s ep…

1 month ago

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How To Decide When To Turn On Social Security

Episode 294

Deciding when to claim Social Security is one of the most important retirement choices you’ll make, but most people approach it the wrong way. They p…

1 month, 1 week ago

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How Much Fixed Income Do You Really Need in Retirement?

Episode 293

Stop letting your birthday decide your bond mix.


That “age in bonds” rule feels safe, but it can quietly rob you of growth, freedom, and spending powe…

1 month, 2 weeks ago

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Why Asset LOCATION (NOT "Allocation") Overlooked In Retirement Planning

Episode 292

Everyone wants better returns. Almost no one talks about where those returns should live.
You can own all the right investments and still lose thousan…

1 month, 3 weeks ago

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When Saving Becomes a Habit You Can’t Turn Off | Root Talks

Episode 291

Some retirees have more money than they ever imagined… and still feel guilty buying the $5 M&Ms.

This episode is for the lifelong savers who nailed th…

1 month, 4 weeks ago

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