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Episode 434: Party Time With Retirement Clubs, Portfolio Visualizer And Portfolio Reviews As Of June 27, 2025

Risk Parity Radio

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Navigating Retirement with Financial Tools

This chapter explores a mini case study of a couple nearing retirement, emphasizing the importance of effective financial modeling tools like Portfolio Visualizer. The speaker critiques traditional portfolio strategies and stresses the need for diversification, while advocating for a data-driven approach to retirement planning. Through a discussion on the limitations of financial calculators and the shortcomings of common advisory practices, the chapter encourages individuals to take charge of their financial futures.

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