Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne
Financial Residency
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Planning for Retirement: Identifying Priorities and Personalizing Your Financial Plan
In this chapter, they discuss the importance of understanding what you want your retirement to look like and how it impacts your financial planning. They emphasize identifying priorities and tying them to your money, such as travel or other goals. They also highlight the need to assess your current lifestyle and expenses, considering which will continue into retirement and which will decrease or stop. Finally, they suggest putting a dollar amount to your desired lifestyle changes and goals.
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Transcript
