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Financial Adviser Reveals: How To Avoid Being Broke In Retirement (Lisa Conway-Hughes)

The Money Gains Podcast

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Balancing Now and Later: Financial Fun with Purpose

This chapter emphasizes the importance of balancing present enjoyment with future financial security through effective budgeting and cash flow modeling. It introduces a cash flow tool to help evaluate personal priorities and set clear financial goals, while addressing tax implications and strategies for maximizing pension benefits. The speakers advocate for proactive financial management, highlighting how automating finances and engaging with pension providers can unlock significant savings and ensure a secure retirement.

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