Retiring Soon? What To Do First!

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Retiring Soon? What To Do First!

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This episode is a critical first step for anyone thinking, "I'm retiring soon? What To Do First!" We lay out the immediate, non-negotiable actions you must take as retirement approaches, focusing on organizing your financial documents and determining your essential expenses. Learn how to sequence your withdrawal strategy, make crucial decisions about Social Security, and confidently transition from accumulating wealth to spending it.

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