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Sara, five years from retirement, fears running out of money before turning 80. Lauren seeks advice on ETFs vs. index funds. Discussion on retirement planning, investment options, and safe investing $500,000 for a nomadic lifestyle.
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Quick takeaways
- Test drive retirement plans before committing to ensure a secure future path.
- Invest lump sum windfall using low-cost, diversified strategies tailored to specific time horizons.
Deep dives
Testing the Retirement Lifestyle With a Test Drive
Joy, who is about to sell her home and embark on a nomadic or slow matting lifestyle due to disability, emphasizes the importance of test driving retirement plans. Joy's prior test drives validate her chosen path, offering a secure plan for the future.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode