Tatiana Bunich discusses the complexities of transitioning from saving to spending in retirement. They explore the importance of having a solid financial plan, the role of boring money as a buffer against market volatility, and the need to incorporate enjoyment into retirement planning. The conversation also delves into tax strategies, the retirement tax trap, and the significance of estate planning, including the management of digital assets and the differences between wills and trusts. Listener questions provide further insights into navigating retirement challenges. Call 888-843-0143. Text SMART to 600700. Visit F1 Wealth to learn more.
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