Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communication between spouses regarding retirement goals, and the need to prepare for unexpected changes in retirement dynamics. They conclude by hinting at future topics related to financial planning. To learn more visit EFS4U.com or call 712-224-4651
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