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Mentioned in 1 episodes
5W Retirement Blueprint
Maximize Your Retirement Income Through Holistic Planning
Book •
Lane Martinson's '5W Retirement Blueprint' introduces a comprehensive approach to retirement planning.
It goes beyond traditional financial planning, emphasizing a holistic view that considers all aspects of wealth management.
This includes investment, income, tax, healthcare, and legacy planning, which are the five key areas.
The book provides strategies to avoid neglecting any of these critical areas for a complete retirement plan.
It aims to help retirees understand and manage risks like sequence of returns and inflation, while also incorporating non-financial aspects for a fulfilling retirement.
It goes beyond traditional financial planning, emphasizing a holistic view that considers all aspects of wealth management.
This includes investment, income, tax, healthcare, and legacy planning, which are the five key areas.
The book provides strategies to avoid neglecting any of these critical areas for a complete retirement plan.
It aims to help retirees understand and manage risks like sequence of returns and inflation, while also incorporating non-financial aspects for a fulfilling retirement.
Mentioned by
Mentioned in 1 episodes
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Joe Casey
Holistic Retirement Planning – Lane Martinsen
