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2min chapter
Ep 135: Midlife Money Moves: Investing Wisdom for Financial Security
rich & REGULAR with Kiersten and Julien Saunders
Introduction
This chapter explores the importance of balancing financial goals with different time horizons and the limitations of relying solely on a retirement account for investment. It discusses how expenses change over time and criticizes retirement calculators that use current living expenses as the basis for retirement needs, while also addressing challenges such as early withdrawal fees, contribution limits, and tax implications.
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Discover
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