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Q&A: Business Trouble, Portfolio Allocation in Retirement, & $450K of Student Loan Debt

Rich Habits Podcast

CHAPTER

Smart Portfolio Strategies for Retirement

This chapter highlights the need for careful portfolio allocation as investors approach retirement, advocating for a balanced approach that includes increasing bond exposure while managing risks. The discussion also features a listener's financial dilemma regarding debt management and the strategic use of a financial gift to prioritize debt repayment over high-stakes investments.

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