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Palm Trees & Pension Plans: A Christmas in July Retirement Talk
Episode 52
Published 11 months ago
Description
This episode brings a festive twist to financial planning! Josh shares his family's quirky Christmas in July tradition before diving into serious retirement issues—like tariffs, Roth conversions, and why retirement planning for women deserves extra attention.
From tax-smart strategies to spousal Social Security, it’s all covered in Josh and Mark’s signature fun-yet-informative style.