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July 3, 2025 50 mins

In this episode, the hosts discuss the essential indicators of retirement readiness, including debt-free living, consistent savings habits, and healthcare preparedness. They emphasize the importance of having a structured financial plan to ensure a comfortable retirement. The conversation also covers strategies to enhance retirement security, such as expanding access to retirement plans and promoting emergency savings. Additionally, the hosts explore the emotional and spiritual aspects of retirement happiness, highlighting the significance of purpose and relationships. Finally, they address listener questions regarding long-term care planning and social security benefits, providing practical advice for navigating retirement challenges.

Reach out to John and Sara at 800-326-5688 or https://www.exactwealthmanagement.com/

See omnystudio.com/listener for privacy information.

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