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So you did it! You are not only retired, but you are confident in your own plan to live the life you want moving forward. Throughout your retirement years there are some minor adjustments to make once your plan is in place, and we tackle them here. In this episode we talk about the best ways to PROTECT your assets. We will cover how to:
• Minimize taxes in retirement
• Know if you have the right insurance
• Take care of your loved ones upon passing
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of...
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