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158. “We have $2M, why can’t we retire?” (Part 2)

Money For Couples with Ramit Sethi

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Tailoring Financial Planning for Rob and Adrian

This chapter explores in-depth financial planning for a couple, Rob and Adrian, who aim to navigate retirement while considering their unique preferences, income sources, and desire for generosity. Detailed scenarios and analysis are discussed, including budget adjustments, redirecting savings, and the significance of making assumptions for long-term financial security.

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