Planning Ahead: A Thanksgiving Lesson for Retirement

Thanksgiving is a perfect reminder that great outcomes never just "happen." A successful holiday meal takes planning, preparation, and thoughtful timing - and retirement is no different.

In this episode, we break down why intentional planning matters, why timing affects everything, and why scrambling last-minute (whether at 55, 65, or the week before retirement) only creates stress. And more importantly - why it's never too late to get clarity.

We help people get organized, build an income plan they can rely on, and gain the peace of mind that comes with knowing retirement isn't left to chance. Let's dig into what true preparation looks like. Listen in.

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LET'S CONNECT

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