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11min chapter
Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
Catching Up to FI
Navigating Financial Mistakes
This chapter explores common financial pitfalls such as overlooking cash holdings and the complexities of managing multiple investment accounts. It emphasizes the importance of strategic planning and timing, particularly for Roth conversions, to optimize financial stability as one approaches retirement.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode