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We’ve all heard of the common financial tips on how to build wealth. Examples are to within our means and put money aside for our retirement, just to name a few. But what about when we’ve built up a solid nest egg and are close to needing to live off of it? In this podcast episode, we discuss how different the financial game is when we are close to the finish line, sharing our tips on what to consider at this stage of life.
The Defined Benefit Plan is a pre-approved retirement plan solely for business owners or self-employed individuals who want to take advantage of massive tax...
In this episode, Ed & James discuss what we can and can’t control relating to the stock market, taxes, social security, and more. You...
In this insightful conversation between Ed and James, they delve into the topic of transitioning to retirement. Ed and James explore a range of...