How to Write a Workbook for Retirement

"I think by doing it in a workbook format, it helps people to start thinking about what they want to do," she says. "The one thing I do want to say is the workbook isn't really designed necessarily for you to go from start to finish with it." The non-financial master class that we're creating will be more of a menu, right? It's like, where do I either need to do, have some intentionality or want to do some intentionality in a specific area, right?

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